Jacob Burk King
Investment adviser representative at Beaird Harris
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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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
22 years in the industry.
- Beaird HarrisMay 2008 to now
- Beaird Harris Wealth Management, Inc.Aug 2004 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 5476454
- Firm CRD
- 107238