Jacob King is a Senior Financial Advisor and Lead Financial Planner focused on helping clients achieve their financial goals. His primary responsibilities include managing client relationships, development of the Firm's proprietary financial planning software, WealthGuide®, and overseeing and managing the Firm's compliance functions.
Jacob s a licensed Investment Advisory Representative, a member of the Financial Planning Association, a Certified Financial PlannerTM professional and participant of the ZAG Leadership Institute. Jacob received his Bachelor of Business Administration in Financial Services from the University of North Texas and has completed postgraduate studies in investment, insurance, employee benefits, income taxation, retirement and estate planning.
We’ll help you get started and learn more about Beaird Harris.