Unclaimed Profile

Aaron Waldman Ward

J.H. ELLWOOD & ASSOCIATES, INC.·CHICAGO, Illinois

Clean record4 years registeredJ.H. ELLWOOD & ASSOCIATES, INC.

33 W MONROE, CHICAGO, IL 60603CRD# 7091332Firm CRD# 110781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Waldman Ward · CHICAGO, IL

Registration

CRD #7091332 · J.H. ELLWOOD & ASSOCIATES, INC. · 4 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Nov 2021 – present

Registrations & Exams

Registration record

First registered · November 5, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.H. ELLWOOD & ASSOCIATES, INC.

CRD 110781 · SEC 801-16134

AUM

$1.4B

Regulatory assets under management

Employees

21 client accounts

Services offered by J.H. ELLWOOD & ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at J.H. ELLWOOD & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Aaron Waldman Ward offer?

Aaron Waldman Ward specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Aaron Waldman Ward's credentials?

Aaron Waldman Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Waldman Ward located?

Aaron Waldman Ward is based in CHICAGO, Illinois, working with J.H. ELLWOOD & ASSOCIATES, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Aaron Waldman Ward charge for services?

Aaron Waldman Ward's firm is compensated through percentage of aum, subscription fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J.H. ELLWOOD & ASSOCIATES, INC.?

J.H. ELLWOOD & ASSOCIATES, INC. has approximately 56 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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