Kyle Ward, financial advisor Fort Thomas KY
93 score

Kyle Ward

CRD Number: 5572487
Current Firm: J.p. Morgan Securities LLC

Kyle Ward (CRD# 5572487) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Thomas, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Dcch Home/state Of Kentucky Erlanger, KY Feb 2013 - Current 4
J.p. Morgan Securities LLC Bellevue, KY Oct 2012 - Current 5
Jp Morgan Chase Bank Florence, KY Jun 2010 - Current 7
Chase Investment Services Corp Florence, KY Jun 2010 - Oct 2012 2
Citigroup Global Markets, Inc. Florence, KY May 2008 - Jun 2010 2
Citibank Florence, KY Jul 2007 - May 2008 < 1
Edmc Inc, Brown Mackie College Cincinnati, OH Nov 2006 - Jul 2007 < 1
Amdg Inc. Lawrenceberg, IN Nov 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Kyle R. Ward
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • KY
  • TX
  • 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

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

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