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Justin Darrel Watson

Beaird Harris

Dallas, TX

CRD 5054149

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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 2011-11-21
  • TX RA
    APPROVED
    Since 2011-11-21

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, Pllc Dallas TX 01/2007 Present
Beaird Harris Wealth Management, Llc Dallas TX 10/2011 Present
  • 01/2007 → Present
    Beaird Harris, Pllc
    Dallas, TX
  • 10/2011 → Present
    Beaird Harris Wealth Management, Llc
    Dallas, TX
Other Businesses

NAME OF BUSINESS: BEAIRD HARRIS, PLLC, INVESTMENT-RELATED: NO, ADDRESS: 5005 LYNDON B JOHNSON FWY, STE 1700 DALLAS, TX, USA, 75244, NATURE OF BUSINESS: TAX CONSULTING, POSITION: SHAREHOLDER, START DATE: 2007, HOURS PER MONTH: 75% OF TIME, DUTIES: TAX CONSULTING, PREPARATION, COUNSELING Name of Business: UTD Undergraduate Accounting Board, Investment-related: No, Address: 800 W Campbell Rd. Richardson, TX 75080, Start Date 12/12/2017, Hours per Month: < 1%, Duties: Provide feedback to accounting programs to better prepare students for workforce positions.

Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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