Justin Patrick Ward

3478 Buskirk Ave Ste #1000, Pleasant Hill, CA 94523 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-19

Branch Locations

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

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-11