Jacob Burk King

Jacob Burk King

Analyst-Equity en Beaird Harris Wealth Management LLC .

Consumer Services
Finance

Perfil

Mr. Jacob B.
King is a Partner at Beaird Harris Wealth Management LLC.
He is also a Wealth Manager at Beaird Harris.
He helps guide clients through financial decisions, educating them about their investments, insurance, estate plan, employee benefits and retirement plans, and works with clients to coordinate, implement and monitor their financial plans.
He joined Beaird Harris in 2004 and quickly developed a passion for the business.
As his career progressed, he transitioned through our Operations, Financial Planning and Wealth Management departments, which ultimately lead him to becoming one of the youngest Partners ever admitted to the firm.
He received a Bachelor of Business Administration in Financial Services from the University of North Texas.
He is a licensed Investment Advisory Representative, Certified Financial Planner professional and member of Financial Planning Association.

Cargos activos de Jacob Burk King

EmpresasCargoInicio
Analyst-Equity 01/01/2004
Todos los cargos activos de Jacob Burk King

Formación de Jacob Burk King.

University of North Texas Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Jacob Burk King.

Relaciones

20

Relaciones de 1er grado

2

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas1

Finance

Ver las conexiones de la empresa