Jeffrey Scott Bird
Professional Summary
Jeffrey Scott Bird is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Mesquite, Nevada. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffrey has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
Years of Experience
35 years in the financial services industry
Current & Past Employments
Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
Current Firm
GRADIENT ADVISORS, LLC
Contact Information
Main Address
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126Phone Number
(877) 885-0508# of Employees
173SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,152AUM (Assets Under Management)
$289,253,282Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
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.
Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
Primary Firm SEC Registration
GRADIENT ADVISORS, LLC
State Registrations and Notice Filings
(1/9/2020)
(1/16/2020)
(10/23/2019)
(10/16/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jun 1996About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1996About the Series 6 examSimilar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Bird's CRS (Customer Relationship Summary).
Similar Advisors
NYLIFE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ATX PORTFOLIO ADVISORS, LLC
OSAIC WEALTH, INC.
