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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus capital
- Established Date
- 01-06-2022
- Office Locations
- 1
Office Locations
About J Ward Financial
J Ward Financial is a fee-only registered investment advisor serving South Bay-area families with financial planning and portfolio management. The firm uses its Vision-Focused Planning/Investing process to align savings, asset growth, retirement income and withdrawal strategies, and upcoming cash needs. Led by CFP®/RICP® and estate planning/elder law attorney Jim Ward, it brings an interdisciplinary, plain-language approach and typically implements portfolios using ETFs, with Schwab as custodian.
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Owner & Executives
James A Ward
Chief Compliance Officer
- CRD
- #5118926
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,819,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,819,578 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,819,578
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,970,467,988 | 100.0% |
| Total | $5,970,467,988 | 100.0% |