JW
PFS
JW
PFS

Jerome Ward

15 Years of Experience
Encino, CA

Jerome Ward is a PFS-designated registered investment advisor at Innovative Wealth Advisors LLC, based in Encino, CA, with 15 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

16130 Ventura Blvd., Suite 400, Encino, CA, 91436

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jerome is actively involved in providing accounting services through Miller Ward & Co., which is his primary business. He dedicates most of his time to this activity.

Employment History
Current Registrations
Innovative Wealth Advisors LLC
May 2015 - Present · 11 yrs
Previous Registrations
Innovative Wealth Advisors LLC
September 2010 - September 2015 · 5 yrs
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jerome Ward - Financial Advisor | TrueAdvisor