Jonathan David Bird
Investment adviser representative at Farnam Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$161.4MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Farnam Financial, LLCSep 2019 to now
- Schwab Private Client Investment Advisory, Inc.Jan 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Farnam Financial
Legal name: Farnam Financial, LLC
$161.4MAssets managed
81Clients
3Advisers
1 yearIn 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
- 6290050
- Firm CRD
- 306180