Unclaimed Profile

James Cleyon Ward

WARD WEALTH MANAGEMENT SERVICES, INC.·STILLWATER, Oklahoma

Series 6, Series 63, Series 65Clean record28 years registeredWARD WEALTH MANAGEMENT SERVICES, INC.

110 WEST HALL OF FAME AVENUE, STILLWATER, OK 74075CRD# 2736274Firm CRD# 117810

Profile Verification

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

Identity

James Cleyon Ward · STILLWATER, OK

Registration

CRD #2736274 · WARD WEALTH MANAGEMENT SERVICES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WARD WEALTH MANAGEMENT SERVICES, INC.

CX INSTITUTIONAL, LLC

Feb 2024 – Apr 2025

Oklahoma City, OK

WARD WEALTH MANAGEMENT SERVICES, INC.

Jun 1998 – Feb 2024

STILLWATER, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · June 12, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WARD WEALTH MANAGEMENT SERVICES, INC.

CRD 117810 · SEC 801-68992

AUM

$33M

Regulatory assets under management

Employees

261 client accounts

Services offered by WARD WEALTH MANAGEMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WARD WEALTH MANAGEMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does James Cleyon Ward offer?

James Cleyon Ward specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with WARD WEALTH MANAGEMENT SERVICES, INC..

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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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Oklahoma

TULSA (131)OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)ADA (1)

City Guides

TULSA Guide OKLAHOMA CITY Guide EDMOND Guide BARTLESVILLE Guide DURANT Guide

Research

Advisor Fees in Oklahoma National Fee Analysis

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