Justin Patrick Ward

Employer firm

Compass Wealth Planning LLC CRD 343333

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → 10/2023
  Unemployed
  Fairfield, CA
• 06/2020 → 08/2021
  Swing/Macro Fx
  Fairfield, CA
• 10/2023 → 05/2026
  Raymond James Financial Services, Inc.
  San Ramon, CA
• 09/2023 → 05/2026
  Summit Financial Group
  San Ramon, CA
• 01/2024 → 05/2026
  Raymond James Financial Services Advisors, Inc
  San Ramon, CA
• 06/2026 → Present
  Compass Wealth Planning Llc
  Pleasant Hill, CA
• 08/2015 → 05/2023
  Full-Time Student
  San Jose, CA
• 01/2023 → 03/2023
  Matthews Real Estate Investment Services
  Walnut Creek, CA

Previous Registrations

• 2024-01-22 → 2026-05-28
  Raymond James Financial Services Advisors, Inc
  San Ramon, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11

Designations

• Certified Financial Planner

Other Names

• Justin Ward