James Douglas Ward
Investment adviser representative at Everett Harris & Co
44 yearsExperience
1 stateRegistered in
CFADesignation
$11.5BFirm assets
Are you James Douglas Ward? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
44 years in the industry.
- Everett Harris & Co.Jun 1982 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Everett Harris & Co
$11.5BAssets managed
743Clients
10Advisers
85 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
- 4332957
- Firm CRD
- 106830