Jeffrey S. Bird

GRADIENT ADVISORS

Mesquite, NV 89027

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CRD#: 1688364

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.

Question & Answer

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.

1) JEFRO ENTERPRISES, LLC, NON-INVESTMENT RELATED, 901 IRONWOOD DR., MESQUITE, NV 89027, BUYING RENTAL PROPERTIES AND LAND FOR PERSONAL INVESTMENT, MANAGING MEMBER, SINCE 11/12/2015, DEVoTED TIME IS 4 HRS A MONTH, LOOK FOR APPROPRIATE PROPERTIES FOR POSSIBLE PURCHASE. 2) FINANCIAL CONCEPTS Retirement Planning, LLC, PRESIDENT, SINCE 05/2017, MESQUITE, NV, INSURANCE Agent, SALES AND MARKETING OF VARIOUS INSURANCE AND FIXED ANNUITY PRODUCTS, SUPERVISING AGENTS CONTRACTED WITH AGENCY, DEVOTED TIME IS 10 HRS A MONTH, NON-INVESTMENT RELATED.8 3) dba Financial Concepts Inc; Investment Related; 355 W. Mesquite Blvd, Suite C80, Mesquite, NV 89027; Financial and Retirement Planning; Investment Advisor Representatve/Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Bird's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 16, 2019 - Present

GRADIENT ADVISORS, LLC

Office #1: 355 W. Mesquite Blvd Suite C80, Mesquite, NV 89027

RIA

CRD#: 152665

Mesquite, NV

Past

January 4, 2018 - December 2, 2019

FINANCIAL CONCEPTS, INC.

RIA

CRD#: 288750

MESQUITE, NV

Past

February 25, 2011 - November 14, 2017

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

MESQUITE, NV

Past

November 21, 2008 - November 14, 2017

CENTAURUS FINANCIAL, INC.

CRD#: 30833

MESQUITE, NV

Past

September 29, 2005 - November 6, 2008

MCL FINANCIAL GROUP, INC.

CRD#: 41180

MESQUITE, NV

Past

June 6, 2000 - September 29, 2005

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

August 3, 1998 - June 1, 2000

NORTHSTAR SECURITIES, INC.

CRD#: 11247

DALLAS, TX

Past

November 7, 1996 - December 9, 1998

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

Past

May 21, 1996 - October 31, 1996

SUNPOINT SECURITIES, INC.

CRD#: 25442

LONGVIEW, TX

Past

July 31, 1987 - December 31, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 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

Arizona
(1/9/2020)

IAR

California
(1/16/2020)

IAR

Nevada
(10/23/2019)

IAR

Utah
(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

State Security Law Exam

IAR

Series 66

Date: 3/2/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/10/1996

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 4/18/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/6/2000

General Securities Principal Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey S. Bird

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Bird's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL CONCEPTS, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

MCL FINANCIAL GROUP, INC.

SENTRA SECURITIES CORPORATION

NORTHSTAR SECURITIES, INC.

DOMINION CAPITAL CORPORATION

SUNPOINT SECURITIES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2010

Series 63

Date: 4/18/1996

SIE

Date: 11/14/2017

Series 7

Date: 7/13/1999

Series 22

Date: 6/10/1996

Series 6

Date: 4/18/1996

Series 24

Date: 10/6/2000

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

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