Jonathan D. Bird

FARNAM FINANCIAL

PHOENIX, AZ 85016

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CRD#: 6290050

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.

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

Question & Answer

Do you have an area of expertise or specialization?

Charitable Giving

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Socially Responsible Investmen...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

J.d. Bird

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David 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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

November 6, 2019 - Present

FARNAM FINANCIAL

Office #1: 2415 E Camelback Rd Ste 700, Phoenix, AZ 85016

RIA

CRD#: 306180

PHOENIX, AZ

Past

February 9, 2016 - October 28, 2019

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Phoenix, AZ

Past

August 4, 2015 - February 9, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Phoenix, AZ

Past

July 7, 2014 - October 28, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Phoenix, AZ

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".

FARNAM FINANCIAL

FARNAM FINANCIAL | FARNAM FINANCIAL, LLC

CRD#: 306180 / SEC#: 801-132622

RIA

Registered Investment Advisory firm - (4/30/2025 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2025 Terminated)

California

Registered Investment Advisory firm - (2/13/2025 Terminated)

Florida

Registered Investment Advisory firm - (5/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/1/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/6/2019)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 8/4/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/11/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2014

General Securities Representative Examination

Current Firm

FARNAM FINANCIAL

FARNAM FINANCIAL | FARNAM FINANCIAL, LLC

CRD#: 306180 / SEC#: 801-132622

RIA

Registered Investment Advisory firm - (4/30/2025 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2025 Terminated)

California

Registered Investment Advisory firm - (2/13/2025 Terminated)

Florida

Registered Investment Advisory firm - (5/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/1/2025 Terminated)

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Contact information

Main Address

2415 E Camelback Rd Ste 700, Phoenix, AZ 85016

Mailing Address

Phone number

(602) 603-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-08-27 FARNAM FINANCIAL FORM ADV PART 2A (8/27/2025)

2025-07-25 FARNAM FINANCIAL WRAP FEE BROCHURE (7/25/2025)

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 122,075,878

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.

Contact information

(xxx) xxx-xxxx

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Jonathan D. Bird

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Bird's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

FARNAM FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2015

Series 63

Date: 7/11/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2014

Current Firm

FARNAM FINANCIAL

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARNAM FINANCIAL

TRUST BUT VERIFY

Contact information

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