About
Jason became part of Wealth Enhancement Group via a merger with Kings Point Capital in 2022. In 2023, Jason was promoted to Senior Vice President, Financial Advisor & Managing Director of the Kings Point Team, which manages over $1.7 billion with team members based in Nashville, TN and Great Neck, NY.
Jason oversees investment portfolios using a customized approach involving individual debt, equity, and derivative securities. He leads the Alternative Investment process for the Kings Point team, sourcing and performing due diligence on investments in private debt, private equity, and special situations. Jason also serves on the Investment Committee for the Kings Point Team.
Jason began his investment career in 1999 with Goldman Sachs where he worked in the Houston office. From 2002 until 2005, Jason was part of the Merrill Lynch Private Banking and Investment Group. He relocated to Nashville in 2005 to join Jetstream Capital, a global equity hedge fund, as Director of Client Service. Jason joined Kings Point Capital Management in 2014. He received his bachelor’s degree from Brigham Young University in 1994 followed by an MBA from Vanderbilt in 1999. He and his wife Jordan are the proud parents of six children, and he enjoys golf, guitar, and scuba diving in his spare time.
Education
- BA - Business Information Systems, Brigham Young University, MBA - Finance, Owen Graduate School of Management, Vanderbilt University
Resources from Jason Beaird
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