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James Edward Zimmerman

Beaird Harris

Dallas, TX

CRD 3136109

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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 2015-04-22
  • TX RA
    APPROVED
    Since 2015-04-22

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 04/2015 Present
  • 04/2015 → Present
    Beaird Harris Wealth Management, Inc.
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-03
S63 Uniform Securities Agent State Law Examination 1998-11-19
  • S66 Uniform Combined State Law Examination
    2006-11-03
  • S63 Uniform Securities Agent State Law Examination
    1998-11-19
Designations
  • Certified Financial Planner
Other Names
  • Jimmy Zimmerman
  • James Edward Zimmerman

View on SEC IAPD

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