James Austin Simmons
Investment adviser representative at Beaird Harris
19 yearsExperience
1 stateRegistered in
$2.3BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Beaird HarrisApr 2014 to now
- Beaird Harris Wealth Management, Inc.Sep 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beaird Harris
Legal name: Beaird Harris Wealth Management, LLC
$2.3BAssets managed
800Clients
18Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1848794
- Firm CRD
- 107238