Jim Heard

Chief Executive Officer at WBFG, Inc.

Finance

Consumer Services

Profile

James Wallace Heard was the founder of TrueWealth LLC, which was founded in 1999, where he held the title of Chief Executive Officer.
He is currently the President & Chief Executive Officer at WBFG, Inc. Mr. Heard received his undergraduate degree from Davidson College in 1979.

Jim Heard active positions

Companies	Position	Start
WBFG, Inc. WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA.	Chief Executive Officer	-

All active positions of Jim Heard

Former positions of Jim Heard

Companies	Position	End
TrueWealth LLC TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans.	Chief Executive Officer	-

See the detail of Jim Heard's experience

Training of Jim Heard

Davidson College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jim Heard's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
TrueWealth LLC TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans.	Finance
WBFG, Inc. WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA.	Finance