---
title: Five Star Wealth Managers Under 40
description: Five Star Wealth Managers Under 40
---

[BeairdHarrisBlog ](https://blog.bh-co.com/blog)

# [Five Star Wealth Managers Under 40](https://blog.bh-co.com/blog/announcements/five-star-wealth-managers-under-40)

 Written by [Beaird Harris](https://blog.bh-co.com/blog/author/beaird-harris) | Aug 23, 2021 5:00:00 AM

 

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.”

[View full post](https://blog.bh-co.com/blog/announcements/five-star-wealth-managers-under-40)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Beaird Harris"
  },
  "dateModified" : "2025-04-29T23:19:38.680Z",
  "datePublished" : "2021-08-23T05:00:00Z",
  "headline" : "Five Star Wealth Managers Under 40",
  "image" : {
    "@type" : "ImageObject",
    "height" : 1080,
    "url" : "https://46940693.fs1.hubspotusercontent-na1.net/hubfs/46940693/Imported_Blog_Media/Fortune-Under-40-3.png",
    "width" : 1920
  },
  "mainEntityOfPage" : "https://blog.bh-co.com/blog/announcements/five-star-wealth-managers-under-40",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Blog"
  }
}
```