Jacob joined Beaird Harris in 2004. Jacob is the firm's Chief Compliance Officer, Advisor and Lead Financial Planner and works with clients regarding their financial planning and investment related needs. In addition, Jacob is responsible for the development and implementation of the firm's proprietary financial planning software, WealthGuide Planner®. Jacob is a licensed Investment Advisory Representative, a member of the Financial Planning Association and a Certified Financial Planner™ professional.
Jacob received his Bachelor of Business Administration in Financial Services from the University of North Texas. This academic coursework has been certified as a CFP Board-Registered Program by the Certified Financial Planner Board of Standards, Inc. Jacob has also done postgraduate studies in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning.
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