Jim Heard

Director Ejecutivo en WBFG, Inc. .

Finance

Consumer Services

Perfil

James Wallace Heard was the founder of TrueWealth LLC, which was founded in 1999, where he held the title of Chief Executive Officer.
He is currently the President & Chief Executive Officer at WBFG, Inc. Mr. Heard received his undergraduate degree from Davidson College in 1979.

Cargos activos de Jim Heard

Empresas	Cargo	Inicio
WBFG, Inc. WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA.	Director Ejecutivo	-

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Antiguos cargos conocidos de Jim Heard.

Empresas	Cargo	Fin
TrueWealth LLC TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans.	Director Ejecutivo	-

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Formación de Jim Heard.

Davidson College

Undergraduate Degree

Experiencias
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Empresas relacionadas

Empresas privadas	2
TrueWealth LLC TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans.	Finance
WBFG, Inc. WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA.	Finance