Jacob Burk King

Analyst-Equity chez Beaird Harris Wealth Management LLC

Profil

Mr. Jacob B.
King is a Partner at Beaird Harris Wealth Management LLC.
He is also a Wealth Manager at Beaird Harris.
He helps guide clients through financial decisions, educating them about their investments, insurance, estate plan, employee benefits and retirement plans, and works with clients to coordinate, implement and monitor their financial plans.
He joined Beaird Harris in 2004 and quickly developed a passion for the business.
As his career progressed, he transitioned through our Operations, Financial Planning and Wealth Management departments, which ultimately lead him to becoming one of the youngest Partners ever admitted to the firm.
He received a Bachelor of Business Administration in Financial Services from the University of North Texas.
He is a licensed Investment Advisory Representative, Certified Financial Planner professional and member of Financial Planning Association.

Postes actifs de Jacob Burk King

Sociétés	Poste	Début
Beaird Harris Wealth Management LLC	Analyst-Equity	01/01/2004

Formation de Jacob Burk King

University of North Texas

Undergraduate Degree