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James Cleyon Ward

CX Institutional, LLC

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About James Cleyon Ward

James Cleyon Ward is a financial professional with over 25 years of experience in the financial services industry. James Ward is currently registered as an Investment Advisor Representative with CX Institutional, LLC and is licensed in Oklahoma and Texas. James Ward has a strong background in investment advising, with a focus on portfolio management for individuals and businesses. James Ward holds the Series 6, Series 63 and Series 65 licenses. James Ward is a Chartered Financial Consultant.

Firm Information

James Ward is currently registered with CX Institutional, LLC. CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.
CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Ward’s Registration & Firm History

OK

02/27/2024 - Present

CX Institutional, LLC (Oklahoma City OK)

NE

07/17/1996 - 03/05/2003

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

IA

Issued 04/22/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Cleyon Ward.
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