Adam Ward, financial advisor Barberton OH
90 score

Adam Ward

CRD Number: 5294414
Current Firm: J.p. Morgan Securities LLC

Adam Ward (CRD# 5294414) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Barberton, OH and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Barberton OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
John-mark Young, financial advisor Barberton OH
John-mark C. Young
CRD# 5523862
Raymond James & Associates, Inc.
Score
102
Similar Advisors
Craig Burgess, financial advisor Barberton OH
Craig M. Burgess
CRD# 6437652
Edward Jones
Score
98
Company Name Location Dates Years
J.p. Morgan Securities LLC Akron, OH Oct 2012 - Current 4
Jpmorgan Chase Na Akron, OH Mar 2007 - Current 9
Chase Investment Services Corp Akron, OH Mar 2007 - Oct 2012 5
Primepay Independence, OH Mar 2006 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Adam M. Ward
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Adam Ward and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.