Best Investors Account Sign in
Inactive

Jonathan David Bird

Farnam Financial

Phoenix, AZ

Claim This Profile
Current Employers
Farnam Financial

2415 E Camelback Rd Ste 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-07
AZ RA APPROVED 2019-11-06
  • TX RA
    APPROVED_RES
    Since 2020-05-07
  • AZ RA
    APPROVED
    Since 2019-11-06

Branch Locations

2415 E Camelback Rd Ste 700, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 01/2016 10/2019
Farnam Financial, Llc Phoenix AZ 09/2019 Present
  • 01/2016 → 10/2019
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 09/2019 → Present
    Farnam Financial, Llc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-04
S63 Uniform Securities Agent State Law Examination 2014-07-11
  • S66 Uniform Combined State Law Examination
    2015-08-04
  • S63 Uniform Securities Agent State Law Examination
    2014-07-11
Designations
Other Names
  • J.D. Bird

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor