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Jacob A Ward

Cerity Partners LLC

Louisville, KY

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-13
  • KY RA
    APPROVED
    Since 2025-01-13

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argi Louisville KY 12/2020 04/2023
King And Company Cpas Louisville KY 07/2020 12/2020
Louis T Roth And Company, Psc Louisville KY 01/2017 07/2020
University Of Kentucky Lexington KY 08/2012 01/2017
Cerity Partners Louisville KY 04/2023 Present
  • 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
Other Businesses

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

Designations

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
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