Joseph Edward Ward
Investment adviser representative at Brookwood Investment Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Brookwood Investment Group LLCJun 2023 to now
- Ocean One Insurance Agency, LLCJul 2022 to now
- Redwood Private Wealth LLCMay 2022 to now
- Suncoast Insurance SolutionsAug 2014 to now
- Belpointe Asset Managment, LLCJun 2018 to Jun 2023
- Belpointe Insurance, LLCJun 2018 to Jan 2022
- Brokers International Financial ServicesJun 2015 to May 2018
- Pinkerton Insurance GroupMay 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3066458
- Firm CRD
- 316544