Jacob B. King,  CFP<sup>&reg;</sup> - Financial Advisor

Jacob B. King, CFP®

Financial Planner

Beaird Harris Wealth Management, Inc.

12221 Merit Dr, Ste 750
Dallas, TX 75251
(972) 503-1040 CONNECT WITH Jacob
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Jacob King is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beaird Harris Wealth Management, Inc. in Dallas, TX and the surrounding communities.

Financial Advisor Overview

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution. Beaird Harris & Co., P.C. is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.


Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Starting a Family


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