Michael J Ward
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesJul 2024 to now
- Bofa Securities IncMay 2019 to Apr 2024
- Merrill LynchOct 2018 to Apr 2024
- Db USA Core Corporation (affiliate of Dbsi)Jan 2018 to Oct 2018
- Db Ag Filiale New YorkJul 2017 to Jan 2018
- Atlantic Amateur Hockey Association; USA HockeyJan 2015 to Dec 2016
- JP Morgan/chaseJul 2013 to Jul 2017
- JP Morgan Clearing CorpJul 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5382906
- Firm CRD
- 250