Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ward is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Cerity Partners LLC. Jacob Ward is a Registered Investment Advisor (RIA) in the state of Kentucky, holding an active registration in the state. Jacob Ward has a demonstrated commitment to serving clients, having been in the industry for over 10 years, and is dedicated to providing financial advice to individuals, families, and institutions. Jacob Ward is committed to providing comprehensive financial planning services, including portfolio management, retirement planning, tax planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
01/13/2025 - Present
Cerity Partners LLC (Louisville KY)
Active
Inactive
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