Jeffrey Lamar Ward
Investment adviser representative at Sageguard Financial Group, LLC
22 yearsExperience
1 stateRegistered in
$755.7MFirm assets
3 yearsFirm in business
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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
- Seminars and workshops
Experience
22 years in the industry.
- Sageguard Financial Group, LLCAug 2025 to now
- Realty N Motion IncApr 2018 to now
- Primerica Financial SvcsMay 2004 to now
- Berkshire Hathaway Home ServicesMay 2014 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sageguard Financial Group, LLC
$755.7MAssets managed
2,469Clients
15Advisers
3 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
- 4832326
- Firm CRD
- 160266