James A Ward

Current Employers

Employment History

• 01/2012 → Present
  Law Office Of James A Ward
  Gilroy, CA
• 09/2021 → Present
  J Ward Financial Solutions
  Morgan Hills, CA
• 08/2008 → Present
  Ward Realty
  Gilroy, CA
• 11/2023 → 09/2024
  Pathfinder Financial Solutions
  Morgan Hill, CA
• 04/2024 → 07/2026
  The Leaders Group Inc
  Littleton, CO
• 09/2024 → Present
  Pathfinder Ins & Fin Svcs Llc
  Morgan Hill, CA
• 07/2026 → Present
  Simplicity Investments
  Summit , NJ

Previous Registrations

• 2006-06-16 → 2006-08-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  New York, NY

Other Businesses

1.) J WARD FINANCIAL LLC - 7/1/2022 - 16360 Monterey Street, Suite 210, Morgan Hill, CA 95037 - Financial advisor/owner, Manage client investments, Not Invt Rel, Financial Advisor, Investment business, 60 hrs/mo; 50 hrs/mo (during trading hours). 2.) LAW OFFICE OF JAMES A WARD - 1/1/2012 - 16360 Monterey Street, Suite 210, Morgan Hill, CA 95037 - Attorney/Owner, Estate planning and elder law, Not Invt Rel, Law business, 120 hrs/mo; 100 hrs/mo (during trading hours). 3.) WARD REALTY - 3/26/2020 - 16360 Monterey Street, Suite 210, Morgan Hill, CA 95037 - Owner, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) PATHFINDER INS & FIN SVCS LLC - 11/1/2023 - 16360 Monterey Street, Suite 210, Morgan Hill, CA 95037 - Owner, Sales, Not Invt Rel, Ins business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2024-06-01

Designations

Other Names

• Jim Ward