Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gradient Advisors, LLC
Location
Mesquite, NV 89027
Credentials
Series 63, Series 66
Industry experience
34 years
Jeffrey Bird is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with several firms, including Financial Concepts, Inc., and Centaurus Financial, Inc. Outside of his advisory work, he is president of Financial Concepts Retirement Planning, LLC, which focuses on insurance and fixed annuity products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a nationwide network of advisors and employs a variety of analytical tools to tailor strategies, typically delivering portfolio services on a non-discretionary basis.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
355 W. Mesquite Blvd, Suite C80
Mesquite, NV 89027
Arizona · California · Nevada · Utah
Gradient Advisors LLC
2019 - Present (7 years)
FINANCIAL CONCEPTS, Inc
2017 - Present (9 years)
Financial Concepts Retirement Planning, LLC
2017 - Present (9 years)
Jefro Enterprises, LLC
2015 - Present (11 years)
Centaurus Financial, Inc.
2011 - 2017 (6 years)
Centaurus Financial, Inc.
2008 - 2017 (9 years)
FINANCIAL CONCEPTS, Inc
1998 - 2017 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mesquite, NV
UTA LLC
Series 65
Mesquite, NV
Gradient Advisors, LLC
Series 65
Mesquite, NV
Gradient Advisors, LLC
Series 63, Series 65
Mesquite, NV
Rockefeller Financial LLC
Series 66
Mesquite, NV
Edward Jones
CFP®, ChFC®, Series 63, Series 65
Mesquite, NV
Eagle Strategies (NY Life)
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