J Ward Financial
J Ward Financial (CRD# 317284) is a financial advisory firm headquartered in Morgan Hill, CA. They manage $12,177,995 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$608,900
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at J Ward Financial
1
James Ward (CRD# 5118926) is an Investment Advisor Representative working at J Ward Financial in Morgan Hill, CA and has over 17 years of experience in the finance industry.
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