Jonathan Bird has been Member, CCO of Farnam Financial since September 2019, is a control person of the firm and directly owns 75% or more of it.
Farnam Financial, LLC is a Phoenix, AZ firm with $161M under management, 81 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Jonathan D. Bird is Founder of Farnam Financial, LLC. Before founding the firm he managed client assets for high-net-worth families, and he has twelve years of wealth advisory experience. He is the author of the book Income on Demand – Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping.
Jonathan Bird’s longest registration is the current one, 6 years at Farnam Financial since 2019. Before joining Farnam Financial in 2019, Jonathan Bird was registered through Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc.
- Schwab Private Client Investment Advisory, Inc.– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 5393
Professional designations
Listed by Farnam Financial
- CFP®
- CWS®
Investment adviser representative registrations
Jonathan Bird is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2019; the most recent is Texas, in May 2020.
- ArizonaSince 6 November 2019
- TexasResidentSince 11 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 August 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 2014 |
| Series 7 | General Securities Representative Examination | 5 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan David Bird
- CRD
- 6290050
- Firm
- Farnam Financial · CRD 306180
- Role
- Member, CCO
- Office
- 2415 E CAMELBACK RD, STE 700, Phoenix, AZ 85016
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- farnamfinancial.com
Where does Jonathan Bird work?
Jonathan Bird has been Member, CCO of Farnam Financial, LLC since September 2019, and is a control person of the firm.
Is Jonathan Bird a financial advisor?
Yes. Jonathan Bird has a current investment-adviser registration in Arizona and Texas, through Farnam Financial since November 2019.
How many years of experience does Jonathan Bird have?
Jonathan Bird has 12 years in the financial industry, since July 2014, across 3 adviser firms.
What exams has Jonathan Bird passed?
Jonathan Bird has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2014. FINRA credited Jonathan Bird with the SIE, which began in October 2018.
Where did Jonathan Bird work before Farnam Financial?
Before Farnam Financial, Jonathan Bird was registered through Schwab Private Client Investment Advisory, Inc., February 2016 to October 2019; Charles Schwab & Co., Inc., August 2015 to February 2016.
Where is Jonathan Bird based?
Jonathan Bird’s registered office is in Phoenix, AZ.
Is Jonathan Bird registered with FINRA?
No. Jonathan Bird has no current broker registration.
Is Jonathan Bird a CFP?
Farnam Financial lists Jonathan Bird with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jonathan D. Bird, CFP®, CWS® biography, farnamfinancial.com
How can I verify Jonathan Bird’s record?
Search CRD 6290050 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Bird’s full registration record.