Richard Warren Bird
Investment adviser representative at J. W. Cole Advisors, Inc.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$8.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- J. W. Cole Advisors, Inc.Apr 2019 to now
- J.W. Cole Advisors, Inc.Apr 2019 to now
- J.W. Cole Financial, Inc.Apr 2019 to now
- Arrivasure WealthJan 2018 to now
- Richard W. Bird, Cpa LLCAug 2016 to now
- Vantage Point Consulting, LLCAug 2016 to now
- Gf Investment Services, LLCJan 2018 to Apr 2019
- Global Financial Private Capital, LLCJan 2018 to Apr 2019
- Berthel Fisher & Company Financial Services, Inc.Mar 2012 to Dec 2017
- Bfc Planning, Inc.Mar 2012 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (UT).
J. W. Cole Advisors, Inc.
Legal name: Jonathan Roberts Advisory Group, Inc.
$8.2BAssets managed
31,247Clients
485Advisers
24 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
- 2513217
- Firm CRD
- 112294