James Dexter Ward

Current Employers

Employment History

• 02/1993 → Present
  Self Employed
  Plano, TX
• 07/1995 → 09/2025
  Avantax Investment Services, Inc.
  Denison, TX
• 02/1996 → 09/2025
  Avantax Advisory Services
  Denison, TX
• 08/1995 → 09/2025
  Avantax Insurance Services, Llc
  Denison, TX
• 07/2007 → Present
  Golden Rule
  Denison, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Denison, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1998-09-03 → 2025-09-05
  Avantax Advisory Services
  Denison, TX
  Plano, TX

Other Businesses

1) Child Guidance Clinic of Texoma; 707 S. Sam Rayburn Freeway, Sherman, TX 75090; Other; 12/9/2014; 1hrs; 0hrs; Attend board meetings. 2) Golden Rule; 309 W. Woodard St., Denison, TX 75020; Insurance Agent; 2/7/2007; 1hrs; 0hrs; Sell health insurance. 3) DEXTER WARD, CPA/PFS, CFP POSITION: Owner/Sole Proprietor NATURE: Business/Management Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 309 W Woodard St, Denison TX 75020, United States DESCRIPTION: Assists with non-securities related business & personal finances 4) NAME OF OTHER BUSINESS: DEXTER WARD & ASSOCIATES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MARKETING PURPOSES ONLY; START DATE: 05/1995; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MARKETING PURPOSES ONLY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-14

Designations