Jonathan David Bird
CFP®Professional Summary
Jonathan David Bird, CFP®, who also goes by J.d. Bird, is a registered financial advisor currently at FARNAM FINANCIAL located in Phoenix, Arizona. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Specializations
Biography
Farnam Financial is a fiduciary Investment Adviser based in Phoenix, Arizona. We work with a select group of clients to help grow their nest egg, minimize taxes, and provide peace of mind through all markets. Learn more at www.farnamfinancial.com
Other Aliases
J.d. Bird
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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.
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Credentials
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FARNAM FINANCIAL | FARNAM FINANCIAL, LLC
Contact Information
Main Address
2415 E Camelback Rd Ste 700, Phoenix, AZ 85016Phone Number
(602) 603-4000# of Employees
3SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
240AUM (Assets Under Management)
$161,447,231Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FARNAM FINANCIAL | FARNAM FINANCIAL, LLC
State Registrations and Notice Filings
(11/6/2019)
(5/11/2020)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Bird's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
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