Biography

Jim joined Beaird Harris Wealth Management, Inc. in 2007, returning to the industry after fifteen years in banking and retail management. He recently passed the Series 65 Uniform Investment Advisor Law exam to become a licensed Investment Advisory Representative. Jim works in the Operations Group, where his duties include new client on-boarding, executing portfolio trades, facilitating client deposits and disbursements, and quarterly client reporting. He maintains our portfolio management software, data integrity, and also assists in billing functions. Jim helps maintain licensing for the firm and advisors, as well as, annual SEC filings.
 
Jim received a Bachelor of Science degree in Economics from Texas A&M University in 1987. He has completed additional training and research in investment and retirement planning, lending and small business banking. He has been involved in many charitable organizations, including Special Olympics and serving on the funds disbursement committee for United Way.
Jim Simmons
Operations
Connect

JimS@bh-co.com
(972) 383-0544

Education 
B.S., Texas A&M University
Certifications / Licenses 
FINRA Series 65
Notary Public, State of Texas
Involvement 
Special Olympics
Years at Beaird Harris
11 Years
Prior Experience 
Chase
Born & Raised 
Harlingen, TX
Rockwall, TX
Family 
Jim and wife Laura enjoy spending time with their daughter Delani.
Favorite 
Book: Illusions - Adventures of a Reluctant Messiah
Favorite Quote 

“The bond that links your true family is not one of blood, but of respect and joy in each other’s life. Rarely do members of one family grow up under the same roof.”
- Richard Bach