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Jonathan David Baird

MUSTARD SEED FINANCIAL, LLC·MAGNOLIA, Arkansas
Series 65Clean record21 years registeredMUSTARD SEED FINANCIAL, LLC
202 S. PINE, MAGNOLIA, AR 71753CRD# 4989535Firm CRD# 117737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan David Baird · MAGNOLIA, AR
Registration
CRD #4989535 · MUSTARD SEED FINANCIAL, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MUSTARD SEED WEALTH MANAGEMENT
Aug 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 12, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUSTARD SEED FINANCIAL, LLC
CRD 117737 · SEC 801-66155
AUM
$364M
Regulatory assets under management
Employees
9
1,617 client accounts
Services offered by MUSTARD SEED FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MUSTARD SEED FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan David Baird offer?
Jonathan David Baird specializes in Financial Planning, Investment Management. Contact their office in MAGNOLIA, Arkansas for a consultation.
What are Jonathan David Baird's credentials?
Jonathan David Baird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan David Baird located?
Jonathan David Baird is based in MAGNOLIA, Arkansas, working with MUSTARD SEED FINANCIAL, LLC. Their office serves clients in the MAGNOLIA metropolitan area and surrounding communities.
How does Jonathan David Baird charge for services?
Jonathan David Baird's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUSTARD SEED FINANCIAL, LLC?
MUSTARD SEED FINANCIAL, LLC has approximately 9 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MUSTARD SEED FINANCIAL, LLC

Minna Marjaana Green
MAGNOLIA, AR
Angela Janet Glass
MAGNOLIA, AR
James David Ashby
MAGNOLIA, AR
Laurie Bryn Pinner
MAGNOLIA, AR
Zachary D. Talley
MAGNOLIA, AR
Bruce Thad Butterfield
MAGNOLIA, AR

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Research
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