Jonathan Baird has been Managing Member of Mustard Seed Financial since January 2013, is a control person of the firm and directly owns between 10% and 25% of it. Jonathan Baird holds a BBA in Marketing from Southern Arkansas University, a Master of Divinity from The Southern Baptist Theological Seminary and a BBA with an emphasis in Finance from Southern Arkansas University.
Mustard Seed Financial, LLC is a Magnolia, AR firm with $449M under management, 734 clients and 9 advisers across 6 offices, as of its March 2026 filing.
Jonathan Baird is a financial advisor at Mustard Seed Wealth Management, which he joined in 2005. He also serves as Chief Financial Officer of Peoples Bank of Magnolia. He is the author of CFO Dad: How to Lead Your Family to Financial Freedom and Security.
- – present · 21 yearsMagnolia, AR · Adviser representative · Firm CRD 117737
Professional designations
Listed by Mustard Seed Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Baird is registered as an investment adviser representative in 3 states. The first approvals date from August 2005; the most recent is Texas, in November 2014.
- ArkansasSince 12 August 2005
- LouisianaSince 13 December 2012
- TexasSince 25 November 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan David Baird
- CRD
- 4989535
- Firm
- Mustard Seed Financial · CRD 117737
- Role
- Managing Member
- Office
- 500 N. Jackson, Magnolia, AR 71753
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- msfwm.com
Where does Jonathan Baird work?
Jonathan Baird has been Managing Member of Mustard Seed Financial, LLC since January 2013, and is a control person of the firm.
Is Jonathan Baird a financial advisor?
Yes. Jonathan Baird has a current investment-adviser registration in Arkansas, Louisiana and Texas, through Mustard Seed Financial since August 2005.
How many years of experience does Jonathan Baird have?
Jonathan Baird has 21 years in the financial industry, since August 2005, across 1 adviser firm.
What exams has Jonathan Baird passed?
Jonathan Baird passed the Series 65 in August 2005.
Where is Jonathan Baird based?
Jonathan Baird’s registered office is in Magnolia, AR.
Is Jonathan Baird registered with FINRA?
No. Jonathan Baird has no current broker registration.
Is Jonathan Baird a CFP?
Mustard Seed Financial lists Jonathan Baird with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Baird’s record?
Search CRD 4989535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Baird’s full registration record.