Jonathan
Baird

Mustard Seed Wealth Management

CRD#4989535
Investment Advisor
in Magnolia, AR

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About this Advisor

Jonathan Baird is a certified financial planner in Magnolia, Arkansas. Currently a registered financial advisor at Mustard Seed Wealth Management, they have accumulated 15 years of work experience in the financial advisory industry. Baird has a Series 65 license, certifying them as an investment advisor representative. Baird can operate in Arkansas, Louisiana and Texas. During their career, the advisor has held roles at Mustard Seed Financial, LLC and People'S Bank. Mustard Seed Wealth Management is headquartered in Magnolia, Arkansas, and operates out of four other offices across the nation. As an advisory firm, Mustard Seed Wealth Management manages $264 million in assets across 1,218 client accounts and employs 10 staff members. The firm's total assets under management places it among the mid-sized firms in the United States. The firm manages 1,167 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Mustard Seed Wealth Management provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

500 N. Jackson
Magnolia, AR 71753

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Mustard Seed Wealth Management Brokerage Details

Total Assets Under Management

$263,814,695

AR Average: $880,205,985
Total Number of Employees

10

AR Average: 42
Total Number of Accounts

1,218

AR Average: 1,714
Average Account Size

$216,597

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jonathan Baird Work History

Jonathan has 15 years of experience.

2005 - Present (16 years)

Mustard Seed Financial, LLC

2005 - Present (16 years)

People'S Bank

Disclosures

Jonathan Baird has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mustard Seed Wealth Management

Zachary Talley
Magnolia, AR
Whitney Peterson
Magnolia, AR
Laurie Pinner
Hope, AR
Jonathan Baird
Magnolia, AR
Bruce Butterfield
El Dorado, AR
Minna Green
Magnolia, AR
James Ashby
Magnolia, AR
Angela Eaves
Magnolia, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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