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Joseph John Ward

Align Impact, LLC

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About Joseph John Ward

Joseph John Ward is an investment advisor representative with Align Impact, LLC. Joseph has been in the industry for over 5 years. Joseph is registered with the state of California and has a Series 65 license. Joseph specializes in providing financial planning, educational seminars, and portfolio management for individuals and pooled investment vehicles. Joseph works with high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm's compensation arrangements include fixed fees, a percentage of assets, and performance-based fees. In addition to Joseph's work with Align Impact, LLC, Joseph also works as a server at Schaffer LA, an event hospitality business.

Firm Information

Joseph Ward is currently registered with Align Impact, LLC. Align Impact, LLC is an investment advisor registered with the SEC and located in Santa Monica, California. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. Align Impact, LLC manages approximately $728 million in assets for 47 clients, including charitable organizations, high-net-worth individuals, and pooled investment vehicles. The firm does not offer wrap fee programs.
Align Impact, LLC

429 SANTA MONICA BLVD #500

SANTA MONICA, CA 90401

$728.38M

Assets Under Management

29

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Ward’s Registration & Firm History

CA

01/01/2025 - Present

Align Impact, LLC (SANTA MONICA CA)

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Licenses & Designations

IA

Issued 02/06/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph John Ward.
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