John Q. Bird
ALBION FINANCIAL GROUP
SALT LAKE CITY, UT 84106
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CRD#: 1252937
Professional summary
John Quincy Bird, CFP® is a registered financial advisor currently at ALBION FINANCIAL GROUP located in Salt Lake City, Utah.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 1 firm and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.
Biography
John Bird's fascination with social and economic systems gives invaluable context to Albion’s investing and wealth-management strategies. Specializing in complex financial planning issues, client investment policy formulation, and private account portfolio structure, he helps each client chart a course for long-term prosperity. Empowering clients to make educated decisions in an ever-changing world is his passion.
John has received numerous recognitions in national and local publications including Bloomberg Magazine, Worth Magazine, Medical Economics, The Salt Lake Tribune and Deseret News. John currently serves as a member of the CFA Institute, the Salt Lake Society of Financial Analysts, the Utah Estate Planning Council and as Finance Chair on the Board of Trustees of Rowland Hall School. He has also served as a board member for the Utah Chapter of the Financial Planning Association, and as Chairman of the Western Region of the National Association of Personal Financial Advisors.
Question & Answer
What are your service offerings?
Divorce Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Divorce Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Quincy Bird's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
November 5, 2002 - Present
ALBION FINANCIAL GROUP
Office #1: 812 East 2100 South, Salt Lake City, UT 84106RIA
CRD#: 105957
SALT LAKE CITY, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ALBION FINANCIAL GROUP
ALBION FINANCIAL GROUP | DBA ALBION FINANCIAL GROUP | ALBION MANAGEMENT GROUP
CRD#: 105957 / SEC#: 801-18270
RIA
Registered Investment Advisory firm - (2/10/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/5/2002)
IAR
Idaho(11/5/2002)
IAR
Utah(11/6/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ALBION FINANCIAL GROUP
ALBION FINANCIAL GROUP | DBA ALBION FINANCIAL GROUP | ALBION MANAGEMENT GROUP
CRD#: 105957 / SEC#: 801-18270
RIA
Registered Investment Advisory firm - (2/10/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
812 East 2100 South, Salt Lake City, UT 84106
Mailing Address
Phone number
(801) 487-3700
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,260 |
| AUM (Assets Under Management) | $ 1,858,123,409 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/31/2025 | ||
| 11/01/2023 | ||
| 04/18/2023 |
Red Flags
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Company Information
ALBION FINANCIAL GROUP
CRD#: 105957Salt Lake City, UT 84106TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
