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Parry James Ward

Simplicity Wealth

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About Parry James Ward

Parry Ward is an investment advisor representative with Simplicity Wealth, a firm with a focus on providing financial planning, portfolio management, and educational seminars. Parry is registered with the state of Florida, North Carolina, and South Carolina as an Investment Advisor Representative. Parry has experience with a wide range of clients, including high-net-worth individuals, other investment advisors, and individuals other than high-net-worth. Parry is committed to providing clients with a personalized approach to financial planning and investment management.

Firm Information

Parry Ward is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

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 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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Parry Ward’s Registration & Firm History

FL

01/03/2025 - Present

Simplicity Wealth (Sun City Center FL)

FL

03/05/2011 - 08/23/2011

QUESTAR CAPITAL CORPORATION (LARGO FL)

FL

06/25/2010 - 03/09/2011

WRP INVESTMENTS, INC. (LARGO FL)

FL

01/02/2004 - 06/29/2010

INVEST FINANCIAL CORPORATION (LARGO FL)

MI

09/21/2001 - 12/31/2003

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 09/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parry James Ward.
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