Jerry Ward, financial advisor El Paso TX
93 score

Jerry Ward

CRD Number: 5626841
Current Firm: 1st Global Advisors Inc.

Jerry Ward (CRD# 5626841) is an Investment Advisor Representative working at 1st Global Advisors Inc. in El Paso, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Weatherley, Butterworth, Macias & Graves P.c. El Paso, TX Jan 2013 - Current 3
1st Global Advisors, Inc. El Paso, TX Sep 2009 - Current 7
1st Global Capital Corp. El Paso, TX Sep 2009 - Current 7
Kaufman, Ward & Co, P.c. El Paso, TX Feb 2011 - Jan 2013 1
Kaufman, Ward, Smith & Co, Pc El Paso, TX Apr 2010 - Feb 2011 < 1
Kaufman, Ward & Co El Paso, TX Sep 1977 - Apr 2010 32
Hd Vest Investment Services El Paso, TX Dec 2008 - Sep 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Jerry Ward
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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