Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Baird is a financial advisor with Mustard Seed Wealth Management. Jonathan has been in the industry since June 2005. Jonathan is registered with the state of Arkansas, Louisiana, and Texas. Jonathan holds a Series 65 license and is a Certified Financial Planner. Jonathan is a highly experienced financial advisor who has a passion for helping his clients achieve their financial goals. Jonathan is committed to providing personalized financial advice that meets the unique needs of each of his clients. Jonathan specializes in financial planning, portfolio management for individuals, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
11/25/2014 - Present
Mustard Seed Wealth Management (Magnolia AR)
IA
Issued 08/11/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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