James H Ward

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1997 → 12/2021
  Metlife Securities Inc.
  West Warwick, RI
• 12/2021 → 09/2023
  Farmers
  Woodland Hills, CA
• 09/2023 → 02/2024
  Unemployed
  Narragansett, RI
• 02/2024 → 10/2025
  Edward Jones
  South Kingstown, RI
• 10/2025 → Present
  Edward Jones
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-04-29

Other Names

• James Howard Ward