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Jonathan Bird CFP®, CWS®

Jonathan Bird CFP®, CWS®

Intern

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  • Timeline

  • About me

    Helping clients turn their financial house into a financial castle

  • Education

    • Creighton University

      2006 - 2010
      Bachelor's degree Philosophy

  • Experience

    • Mraz Amerine & Associates

      Jun 2013 - Aug 2013
      Intern

    • Charles Schwab

      Jan 2014 - Oct 2019

      Provided comprehensive wealth management solutions and tailored portfolio advice, built upon a financial plan, to help 205 Southern California families worth $250 million to achieve their goals. Supported three wealth advisors managing an aggregate of over $1 billion in AUM by providing white glove client service support, building financial plans, and delivering portfolio advice. Initiated and led SPC's missing beneficiary project which identified $11 billion in AUM missing beneficiaries and subsequently reduced that number to $5 billion. Graduate of Schwab's Accelerated Career Program

      • Wealth Advisor

        Sept 2017 - Oct 2019

      • Associate Wealth Advisor

        Feb 2016 - Sept 2017

      • High Net Worth Broker

        Jan 2015 - Feb 2016

      • Broker

        Jan 2014 - Dec 2014

    • Farnam Financial

      Oct 2019 - now
      Founder, Wealth Advisor

      Farnam provides comprehensive wealth management solutions and tailored portfolio advice, built upon a financial plan, to help clients achieve their goals. The firm has over $100 million in assets under advisement.

  • Licenses & Certifications

    • Certified Wealth Strategist

      Cannon Financial Institute

    • Certified Financial Planner

      CFP Board