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Jacob King, Cfp® Email & Phone Number
Wealth Manager and Partner
at
Beaird Harris
2 work emails found
@bh-co.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Manager and Partner
Location
Dallas, Texas, United States
Company size
Who is Jacob King, Cfp®? Overview
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Quick answer
Jacob King, Cfp® is listed as Wealth Manager and Partner at Beaird Harris, a company with 78 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at bh-co.com and a matched LinkedIn profile for Jacob King, Cfp®.
Jacob King, Cfp® previously worked as Wealth Manager & Partner at Beaird Harris and Wealth Manager at Beaird Harris. Jacob King, Cfp® holds Bba, Financial Services from University Of North Texas.
Company email context
Email format at Beaird Harris
This section adds company-level context without repeating Jacob King, Cfp®'s masked contact details.
*@bh-co.com
74% confidence
AeroLeads found 2 current-domain work email signals for Jacob King, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jacob King, Cfp®
Founded in 1996, Beaird Harris Wealth Management, LLC provides financial planning and integrated wealth management solutions to financially established individuals, trusts, retirement plans and private foundations; with a particular emphasis in the medical, dental and healthcare industries. As a fee-only Registered Investment Advisor, Beaird Harris does not receive commissions, kick-backs or finder’s fees for any of our recommendations. Because our only source of compensation is a direct fee paid by our clients, we are able to remain entirely independent and impartial which allows us to deliver objective fiduciary advice.Specialties: Integrated wealth management, personal financial planning, retirement planning, portfolio survivability analysis, insurance needs analysis, tax-efficient portfolio construction, Modern Portfolio Theory, structured investment management.
Current workplace
Jacob King, Cfp®'s current company
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Beaird Harris
3 roles · 22 years
Jacob King, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Manager & Partner
CurrentI focus on helping our clients reduce their financial stress and achieve their personal and financial goals through Integrated Wealth Management. Through this process, I explore with a client their true objectives and work with them to achieve those goals. I specialize in working with individuals who have investment portfolios greater than $1,00,000. I've.
Jan 2013 - Present
Wealth Manager
2004 - Dec 2012
Team & coworkers
Colleagues at Beaird Harris
Other employees you can reach at bh-co.com. View company contacts for 78 employees →
CM
Carla Medrano, Cpa, Mst
Colleague at Beaird Harris
Dallas, Texas, United States, United States
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SW
Sarah West
Colleague at Beaird Harris
Mckinney, Texas, United States, United States
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BC
Bonnie Caulfield
Colleague at Beaird Harris
Dallas, Texas, United States, United States
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JS
Jennifer Sierra
Colleague at Beaird Harris
Los Angeles, California, United States, United States
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OF
Olivia Fulbright
Colleague at Beaird Harris
Waco, Texas, United States, United States
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KJ
Kristen Jones
Colleague at Beaird Harris
Dallas, Texas, United States, United States
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MM
Melissa Melton, Pace
Colleague at Beaird Harris
Dallas, Texas, United States, United States
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SP
Shirl Page
Colleague at Beaird Harris
Wylie, Texas, United States, United States
View →
LW
Lisa Wright-Burnham, Mba
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
KS
Karissa Schmelter
Colleague at Beaird Harris
Keller, Texas, United States, United States
View →
Carla Medrano, Cpa, Mst
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
SW
Sarah West
Colleague at Beaird Harris
Mckinney, Texas, United States, United States
View →
BC
Bonnie Caulfield
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
JS
Jennifer Sierra
Colleague at Beaird Harris
Los Angeles, California, United States, United States
View →
OF
Olivia Fulbright
Colleague at Beaird Harris
Waco, Texas, United States, United States
View →
KJ
Kristen Jones
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
MM
Melissa Melton, Pace
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
SP
Shirl Page
Colleague at Beaird Harris
Wylie, Texas, United States, United States
View →
LW
Lisa Wright-Burnham, Mba
Colleague at Beaird Harris
Dallas, Texas, United States, United States
View →
KS
Karissa Schmelter
Colleague at Beaird Harris
Keller, Texas, United States, United States
View →
1 education record
Jacob King, Cfp® education
FAQ
Frequently asked questions about Jacob King, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jacob King, Cfp® work for?
Jacob King, Cfp® works for Beaird Harris.
What is Jacob King, Cfp®'s role at Beaird Harris?
Jacob King, Cfp® is listed as Wealth Manager and Partner at Beaird Harris.
What is Jacob King, Cfp®'s email address?
AeroLeads has found 2 work email signals at @bh-co.com for Jacob King, Cfp® at Beaird Harris.
Where is Jacob King, Cfp® based?
Jacob King, Cfp® is based in Dallas, Texas, United States while working with Beaird Harris.
What companies has Jacob King, Cfp® worked for?
Jacob King, Cfp® has worked for Beaird Harris.
Who are Jacob King, Cfp®'s colleagues at Beaird Harris?
Jacob King, Cfp®'s colleagues at Beaird Harris include Carla Medrano, Cpa, Mst, Sarah West, Bonnie Caulfield, Jennifer Sierra, and Olivia Fulbright.
How can I contact Jacob King, Cfp®?
You can use AeroLeads to view verified contact signals for Jacob King, Cfp® at Beaird Harris, including work email, phone, and LinkedIn data when available.
What schools did Jacob King, Cfp® attend?
Jacob King, Cfp® holds Bba, Financial Services from University Of North Texas.
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