Jacob B. King
BEAIRD HARRIS
Dallas, TX 75244
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CRD#: 5476454
Professional summary
Jacob Burk King, CFP® is a registered financial advisor currently at BEAIRD HARRIS located in Dallas, Texas.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jacob has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Burk King's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
May 1, 2008 - Present
BEAIRD HARRIS
Office #1: 5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244RIA
CRD#: 107238
Dallas, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BEAIRD HARRIS
BEAIRD HARRIS | BHCO CAPITAL MANAGEMENT, INC. | BHCO CAPITAL MANAGEMENT INC | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | BEAIRD HARRIS WEALTH MANAGEMENT, INC.
CRD#: 107238 / SEC#: 801-51938
RIA
Registered Investment Advisory firm - (5/20/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/1/2008)
Exams
Current Firm
BH
BEAIRD HARRIS
BEAIRD HARRIS | BHCO CAPITAL MANAGEMENT, INC. | BHCO CAPITAL MANAGEMENT INC | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | BEAIRD HARRIS WEALTH MANAGEMENT, INC.
CRD#: 107238 / SEC#: 801-51938
RIA
Registered Investment Advisory firm - (5/20/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244
Mailing Address
Phone number
(972) 503-1040
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,188 |
| AUM (Assets Under Management) | $ 1,907,364,054 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 | ||
| 01/28/2025 | ||
| 07/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
