Jacob began his career in finance in 2004 by serving as an Intern for Beaird Harris and joining the Firm as a Financial Planner the following year. In 2012, after a series of advancements, Jacob became the youngest Partner admitted to the firm. Today, he is a member of the Firm’s Investment, Compliance and Executive Committees, and serves as a Wealth Manger.
“A Wealth Manager is more than someone who manages portfolios – it is someone who helps clients plan for their future, and their children’s future. The advisor-client relationship is a vital piece of the puzzle, which is why it’s important to find the right Wealth Manager to work with for the long haul,” according to Fortune.
“Jacob is a talented advisor and a consummate professional. We’re proud of his accomplishments in the industry and within our Firm,” said Pat Beaird, Managing Partner of Beaird Harris Wealth Management. “This recognition by Fortune is a reflection of Jacob’s ongoing commitment to excellence and dedication to the clients he serves.”