Jeffrey Scott Bird
Investment adviser representative at Gradient Advisors, LLC
28 yearsExperience
4 statesRegistered in
$289.3MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Gradient Advisors, LLCOct 2019 to now
- Financial Concepts, IncOct 2017 to now
- Financial Concepts Retirement Planning, LLCMay 2017 to now
- Jefro Enterprises, LLCOct 2015 to now
- Centaurus Financial, Inc.Nov 2008 to Nov 2017
- Financial Concepts, IncJan 1998 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NV, UT).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1688364
- Firm CRD
- 152665