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James Douglas Ward

EVERETT HARRIS & CO·LOS ANGELES, California
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801 SOUTH FIGUEROA STREET, LOS ANGELES, CA 90017CRD# 4332957Firm CRD# 106830
01

About

James Douglas Ward is a registered financial advisor based in LOS ANGELES, California, affiliated with EVERETT HARRIS & CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
EVERETT HARRIS & CO
EVERETT HARRIS & CO
AUM
$10.0B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at EVERETT HARRIS & CO →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4332957
Firm CRD# 106830
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Douglas Ward offer?
James Douglas Ward specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are James Douglas Ward's credentials?
James Douglas Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Douglas Ward located?
James Douglas Ward is based in LOS ANGELES, California, working with EVERETT HARRIS & CO. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does James Douglas Ward charge for services?
James Douglas Ward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERETT HARRIS & CO?
EVERETT HARRIS & CO has approximately 18 employees and manages $10.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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