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James Cleyon Ward

WARD WEALTH MANAGEMENT SERVICES, INC.·STILLWATER, Oklahoma
Unclaimed Profile
110 WEST HALL OF FAME AVENUE, STILLWATER, OK 74075CRD# 2736274Firm CRD# 117810
01

About

James Cleyon Ward is a registered financial advisor based in STILLWATER, Oklahoma, affiliated with WARD WEALTH MANAGEMENT SERVICES, INC.. 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
03

Firm Overview

Firm
WARD WEALTH MANAGEMENT SERVICES, INC.
WARD WEALTH MANAGEMENT SERVICES, INC.
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WARD WEALTH MANAGEMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2736274
Firm CRD# 117810
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Cleyon Ward offer?
James Cleyon Ward specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STILLWATER, Oklahoma for a consultation.
What are James Cleyon Ward's credentials?
James Cleyon Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Cleyon Ward located?
James Cleyon Ward is based in STILLWATER, Oklahoma, working with WARD WEALTH MANAGEMENT SERVICES, INC.. Their office serves clients in the STILLWATER metropolitan area and surrounding communities.
How does James Cleyon Ward charge for services?
James Cleyon Ward's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WARD WEALTH MANAGEMENT SERVICES, INC.?
WARD WEALTH MANAGEMENT SERVICES, INC. has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
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