John Quincy Bird
JB
CFA · CFP
John Quincy Bird
JB
CFA · CFP

John Bird

23 Years of Experience
Salt Lake City, UT

John Bird is a CFA, CFP-designated registered investment advisor, based in Salt Lake City, UT, with 23 years of industry experience. Their practice areas include Alternative Investments, Divorce Planning, Estate Planning, High Net Worth, and 1 more.

Contact

John Quincy Bird
JB
John Bird

Location

812 East 2100 South, Salt Lake City, UT, 84106

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Previous Registrations
Albion Financial Group
November 2002 - December 2025 · 23 yrs 1 mo
State Registrations2 states
IDUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

John Bird's fascination with social and economic systems gives invaluable context to Albion’s investing and wealth-management strategies. Specializing in complex financial planning issues, client investment policy formulation, and private account portfolio structure, he helps each client chart a course for long-term prosperity. Empowering clients to make educated decisions in an ever-changing world is his passion.

John Quincy Bird
JB
Contact
John Bird
John Bird - Financial Advisor | TrueAdvisor