Corey Ward (CRD# 5588393) is an Investment Advisor Representative working at Jenkins Wealth in Spring Hill, FL and has over 15 years of experience in the finance industry. Corey Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5792629
Avantax Advisory Services
CRD# 1237620
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Partnership Wealth, LLC | Marietta, GA | Mar 2024 - Current | < 1 |
| Market Guard | Spring Hill, FL | Feb 2021 - Current | 3 |
| Campbell & Company, Cpa, Pa; D/b/a Campbell & Company Wealth Adv & Cpas | Spring Hill, FL | Jan 2021 - Current | 3 |
| Grow Financial Federal Credit Union | Saint Petersburg, FL | May 2018 - Dec 2020 | 2 |
| Cuso Financial Services, LP | San Diego, CA | May 2018 - Dec 2020 | 2 |
| Tiaa | Tampa, FL | Nov 2015 - Apr 2018 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Tampa, FL | Nov 2015 - Apr 2018 | 2 |
| Pinnacle Wealth Management | Elmsford, NY | Sep 2014 - Nov 2015 | 1 |
| Voya Financial Advisors | Elmsford, NY | Oct 2008 - Nov 2015 | 7 |
| Ing Financial Partners, Inc. | Elmsford, NY | Jan 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- AL
- FL
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Total Assets Under Management313MILLIONS
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Total Number of Accounts1,615ACCOUNTS
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Average Account Value$193,983
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MN, MO, NC, NE, NY, OH, PA, SC, TN, TX, VA
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