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J WARD FINANCIAL
J. WARD FINANCIAL SERVICES, LLC
CRD 317284
16360 MONTEREY STREET, SUITE 210, MORGAN HILL, CA, 95037, United States
Phone
(408) 612-4200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.8M
Discretionary AUM
$15.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $15.2M |
All web addresses on file
Official SEC filing: View on IAPD