Jacob A Ward

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 12/2020 → 04/2023
  Argi
  Louisville, KY
• 07/2020 → 12/2020
  King And Company Cpas
  Louisville, KY
• 01/2017 → 07/2020
  Louis T Roth And Company, Psc
  Louisville, KY
• 08/2012 → 01/2017
  University Of Kentucky
  Lexington, KY
• 04/2023 → Present
  Cerity Partners
  Louisville, KY

Previous Registrations

• 2022-08-24 → 2023-04-24
  Cerity Partners Ocio Llc
  New York, NY

Other Businesses

ARGI CPA and Advisors, PLLC - tax preparation (not investment related) Soccer Referee

Designations

• Certified Financial Planner