Jonathan
Baird
Mustard Seed Wealth Management
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About this Advisor
Jonathan Baird is a financial advisor based in Magnolia, Arkansas, working with Mustard Seed Wealth Management. Jonathan has previously held positions at Mustard Seed Wealth Management and People's Bank. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Arkansas, Louisiana, and Texas. Currently, Jonathan is part of Mustard Seed Wealth Management, which operates out of Magnolia, Arkansas. The firm has 4 offices and 9 employees. The firm manages assets totaling $364.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Mustard Seed Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mustard Seed Wealth Management Brokerage Details
$364,014,879
9
1,617
$225,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jonathan Baird Work History
Mustard Seed Wealth Management
Mustard Seed Wealth Management
People'S Bank
Disclosures
Please visit the SEC profile of Jonathan Baird to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mustard Seed Wealth Management
Magnolia, AR
Magnolia, AR
Magnolia, AR
Magnolia, AR
El Dorado, AR
Magnolia, AR
Magnolia, AR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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