Jeffrey Bird, financial advisor Mesquite NV

Jeffrey Bird

CRD Number: 1688364
Current Firm: Gradient Advisors, LLC

Jeffrey Bird (CRD# 1688364) is an Investment Advisor Representative working at Gradient Advisors, LLC in Mesquite, NV and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors LLC Arden Hills, MN Oct 2019 - Current 4
Financial Concepts, Inc. Mesquite, NV Oct 2017 - Current 6
Financial Concepts Retirement Planning, LLC Mesquite, NV May 2017 - Current 6
Jefro Enterprises, LLC Mesquite, NV Oct 2015 - Current 8
Centaurus Financial, Inc. Orange, CA Feb 2011 - Nov 2017 6
Centaurus Financial, Inc. Orange, CA Nov 2008 - Nov 2017 9
Financial Concepts, Inc. Mesquite, NV Jan 1998 - May 2017 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Jeffrey S. Bird
Phone Number: 877-885-0508
Registered State(s):
  • AZ
  • CA
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    1,434
    ACCOUNTS
  • Average Account Value
    $123,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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