J Ward Financial

J Ward Financial (CRD# 317284) is a financial advisory firm headquartered in Morgan Hill, CA. They manage $12,177,995 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16360 Monterey Street, Suite 210, Morgan Hill, CA 95037
http://jwardfinancial.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $608,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at J Ward Financial
Showing 1 - 1 of 1 top financial advisors.
1
James Ward, financial advisor Morgan Hill CA
James A. Ward
CRD#: 5118926
16360 Monterey Street, Suite 210, Morgan Hill, CA 95037

James Ward (CRD# 5118926) is an Investment Advisor Representative working at J Ward Financial in Morgan Hill, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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