Jim Heard

Jim Heard

Chief Executive Officer at WBFG, Inc.

Finance

Consumer Services

Jim Heard active positions

Companies	Position	Start	End
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	-	-
	President	-	-

Career history of Jim Heard

Former positions of Jim Heard

Companies	Position	Start	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	01/01/1999	-
	Chairman	01/01/1999	-
	Founder	01/01/1999	-
	President	01/01/1999	-

Training of Jim Heard

Davidson College

Undergraduate Degree

Statistics

International

United States

4

Operational

Chief Executive Officer	2
President	2
Chairman	1

Sectoral

Finance	3
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies

2

Finance

Finance

See company connections

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