Jeffrey Lamar Ward

Current Employers

Employment History

• 05/2004 → Present
  Primerica Financial Svcs
  Mcallen, TX
• 05/2014 → 02/2021
  Berkshire Hathaway Home Services
  Austin, TX
• 08/2025 → Present
  Sageguard Financial Group, Llc
  Goodlettsville, TN
• 04/2018 → Present
  Realty N Motion Inc
  Buda, TX

Other Businesses

1) SALES OF INVESTMENT-RELATED PRODUCTS, PART-TIME OR FULL TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS, INC. 2) REALTY N MOTION INC; Is the business investment related: No: Location of the business: 703 TRANQUILITY MOUNTAIN BUDA TEXAS 78610 UNITED STATES; Description of the business: RESIDENTIAL REAL ESTATE SALES; Position Title: PRESIDENTIAL; Responsibilities Duties: SALES; Start date with business: 2018-04-16; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 10; 3) Insurance Agent; Is the business investment related: No; Location of the business: 3066 Business Park Circle Goodlettsville TN 37072 USA; Description of the business: Jeffrey Ward is licensed to sell life and health insurance policies. The IMO he is affiliated with is Financial Independence Group, and he is contracted with more than 2 carriers. ; Position Title: Insurance Agent; Start date with business: 2025-08-01; Hours per month devoted to business during trading hours: 15; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 40;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-22
• S63 Uniform Securities Agent State Law Examination
  2004-11-15

Other Names

• Jeffrey Lamar Ward
• Jeffery Lamar Ward