AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

Justin Darrel Watson

BEAIRD HARRIS WEALTH MANAGEMENT, INC.·DALLAS, Texas
Clean record14 years registeredBEAIRD HARRIS WEALTH MANAGEMENT, INC.
12221 MERIT DR, DALLAS, TX 75251CRD# 5054149Firm CRD# 107238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Darrel Watson · DALLAS, TX
Registration
CRD #5054149 · BEAIRD HARRIS WEALTH MANAGEMENT, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

BEAIRD HARRIS
Nov 2011 – present
02

Registrations & Exams

Registration record
First registered · November 21, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEAIRD HARRIS WEALTH MANAGEMENT, LLC
CRD 107238 · SEC 801-51938
AUM
$1.7B
Regulatory assets under management
Employees
18
2,968 client accounts
Services offered by BEAIRD HARRIS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEAIRD HARRIS WEALTH MANAGEMENT, LLC →
Introduction

Speak with Justin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Justin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Justin Darrel Watson offer?
Justin Darrel Watson specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Justin Darrel Watson's credentials?
Justin Darrel Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Darrel Watson located?
Justin Darrel Watson is based in DALLAS, Texas, working with BEAIRD HARRIS WEALTH MANAGEMENT, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Justin Darrel Watson charge for services?
Justin Darrel Watson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEAIRD HARRIS WEALTH MANAGEMENT, INC.?
BEAIRD HARRIS WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BEAIRD HARRIS WEALTH MANAGEMENT, INC.

James Edward Zimmerman
DALLAS, TX
CFP
Paula W Allgood
DALLAS, TX
Donald Blake Harris
DALLAS, TX
Jacob Burk King
DALLAS, TX
Steven Mark Lugar
DALLAS, TX
Chase Anthony Perry
DALLAS, TX
CFP

More Advisors in DALLAS, Texas

Diane Lynn Tobin
CH INVESTMENT PARTNERS, LLC·DALLAS, TX
Michael Stephen Thomas
WEBS CREEK CAPITAL MANAGEMENT LP·DALLAS, TX
Ashley Davis Blanchette
RGT WEALTH ADVISORS, LLC·DALLAS, TX
Bryan Mark Rigg
RIGG WEALTH MANAGEMENT, LLC·DALLAS, TX
CFP
Steven Anthony Helland
SSR CAPITAL PARTNERS, LP·DALLAS, TX
Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile