Jason Beaird

Jason joined Wealth Enhancement through its merger with Kings Point Capital in 2022 and was promoted to Senior Vice President in 2023. He leads the Rock Point Team, which oversees more than $570 million in client assets. Jason works with successful business owners, executives, retirees, and multigenerational families on investment management, retirement planning, tax-efficient wealth strategies, and complex estate planning. He specializes in customized portfolio management, utilizing individual fixed income securities, equities, derivatives, and alternative investments to help clients achieve their financial objectives.

In addition to portfolio construction, Jason helps clients navigate sophisticated wealth transfer and legacy planning strategies, collaborating with attorneys, accountants, and other specialists on matters involving trusts, family governance, charitable planning, business succession, and concentrated wealth management. Jason began his investment career with Goldman Sachs in 1999 in Houston. From 2002 to 2005, he was a member of the Merrill Lynch Private Banking & Investment Group. In 2005, he relocated to Nashville to join Jetstream Capital, a $1.7 billion global long/short equity hedge fund, where he served as Director of Client Service.

He joined Kings Point Capital Management in 2014. Jason earned a bachelor’s degree from Brigham Young University and an MBA from Vanderbilt University. Jason and his wife, Jordan, are the proud parents of six children. Outside of work, he enjoys golf, playing guitar, and scuba diving.