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Jacob Burk King

Beaird Harris

Dallas, TX

CRD 5476454

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Employer firm

Beaird Harris CRD 107238

$2.27B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beaird Harris

5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-05-01
  • TX RA
    APPROVED
    Since 2008-05-01

Branch Locations

5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beaird Harris Wealth Management, Inc. Dallas TX 08/2004 Present
  • 08/2004 → Present
    Beaird Harris Wealth Management, Inc.
    Dallas, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

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