Kyle WardCRD 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.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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