J WARD FINANCIAL

J WARD FINANCIAL of MORGAN HILL, CA is an SEC-registered investment adviser (CRD 317284). Regulatory assets under management: $15.8M.

Registration

• CRD: 317284
• Type: Registered investment adviser
• Location: 16360 MONTEREY STREET, MORGAN HILL, CA, 95037
• Phone: (408) 612-4200
• Latest filing: 2026-03-11
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.8M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317284 on SEC IAPD (source of record)
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