Allred Harris Wealth Management.

James Harris is a financial advisor with Allred Harris Wealth Management in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2013 to 2018 before joining Allred Capital Management, LLC in 2018. Outside of his advisory role, Harris is a business owner and partner in Funkys LLC, where he is involved in managing expenses and bill payments. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm delivers both discretionary and non-discretionary services, emphasizing client-specific financial profiles and investment plans, and employs a range of strategies including options trading and limited use of margin.

Stanley Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Allred Capital Management, LLC. Outside of his advisory role, he serves as Vice President of Endowment on the executive board of the Circle Ten Council, Boy Scouts of America, and is involved with the Baylor Oral Health Foundation’s endowment committee. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, using a variety of investment strategies including options trading and margin, and sponsors its own wrap fee program alongside institutional platform support.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

Jeanie Harris is a financial advisor at Allred Harris Wealth Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Tenet Healthcare for 14 years before joining Allred Capital Management in 2023. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, utilizing a range of investment strategies including options trading and, in limited cases, margin borrowing.