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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Ward is a financial advisor registered with Raymond James Financial Services Advisors, Inc., located in San Ramon, CA. Justin has been a registered representative since January 22, 2024. Justin has passed the Series 7TO, SIE, and Series 66 exams and is registered as a Registered Representative (RR), Investment Advisor Representative (IAR), and a General Securities Principal (GS). Justin has experience with clients ranging from high-net-worth individuals, individuals other than high-net-worth, corporations, and pension and profit-sharing plans. Justin is part of the Summit Financial Group, a team of financial advisors dedicated to providing a personalized and comprehensive approach to financial planning. The firm offers a wide range of investment services, including portfolio management, financial planning, and retirement 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
BOTH
Issued 12/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 7/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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