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Jacqueline Mary Le Maitre Ward

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC·TAMPA, Florida
Clean recordASSUREDPARTNERS INVESTMENT ADVISORS, LLC
4600 W. CYPRESS STREET, TAMPA, FL 33607CRD# 7151749Firm CRD# 309550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Mary Le Maitre Ward · TAMPA, FL
Registration
CRD #7151749 · ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacqueline Mary Le Maitre Ward is a registered financial advisor based in TAMPA, Florida, affiliated with ASSUREDPARTNERS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
ASSUREDPARTNERS INVESTMENT ADVISORS
AUM
$179M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: COMPENSATION RELATED TO REFERRALS
Regulatory
SEC/IARD CRD# 7151749
Firm CRD# 309550
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacqueline Mary Le Maitre Ward offer?
Jacqueline Mary Le Maitre Ward specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Jacqueline Mary Le Maitre Ward's credentials?
Jacqueline Mary Le Maitre Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Mary Le Maitre Ward located?
Jacqueline Mary Le Maitre Ward is based in TAMPA, Florida, working with ASSUREDPARTNERS INVESTMENT ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Jacqueline Mary Le Maitre Ward charge for services?
Jacqueline Mary Le Maitre Ward's firm is compensated through percentage of aum, hourly charges, subscription fees, other: compensation related to referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSUREDPARTNERS INVESTMENT ADVISORS, LLC?
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has approximately 23 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

Andrew William Guille
TAMPA, FL
Stanley K Kinnett
TAMPA, FL
Jimmy Wilson Henderson
LAKE MARY, FL
Arthur Floyd Hazen
TAMPA, FL
Jeffrey Milton Mcclure
LAKE MARY, FL
Justin P. Callaham
TAMPA, FL

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Research
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