RIA Intel›Advisers›California›J. WARD FINANCIAL SERVICES, LLC

J. WARD FINANCIAL SERVICES, LLC

Advisory

MORGAN HILL, CA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in CA
#4,424
of 5,480 advisers by AUM
Average account
$688K
across 23 accounts
AUM per adviser
$16M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$16M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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