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Jacob King — Bitcoin & Digital Asset Financial Advisor

Last updated November 29, 2025

Advisor/Partner

CFP®CBDA℠
Dallas, TX

Contact Jacob King

JacobK@bh-co.com972-383-0545

About Jacob King

Jacob King is a financial advisor based in Dallas, TX. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

Jacob King is an Advisor and Partner at Beaird Harris Wealth Management, bringing 17 years of experience in the financial sector. As a certified financial planner (CFP®) and a Chartered Business Development Advisor (CBDA), he specializes in guiding business transitions and estate planning. Jacob's extensive knowledge enables him to assist business owners and high-net-worth families in navigating the intricacies of financial transitions, ensuring their wealth is preserved and enhanced for future generations.

Throughout his career, Jacob has built a reputation for his client-centered approach and his ability to simplify complex financial concepts. He is dedicated to providing tailored strategies that align with his clients' unique goals and aspirations. His commitment to excellence in financial planning has made him a trusted partner for those seeking to secure their financial legacy.

Outside of his professional endeavors, Jacob enjoys spending time with his family and engaging in outdoor activities, reflecting his belief in maintaining a balanced life.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Jacob

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

17+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Dallas, TX and surrounding areas

Firm Affiliation

Beaird Harris Wealth Management

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Jacob King include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Jacob King is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.