Joshua Michael Ward
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab Bank, SsbJan 2024 to now
- Charles Schwab & Co., Inc.Oct 2022 to now
- TD AmeritradeNov 2021 to Jan 2024
- United Way SuncoastFeb 2021 to Jul 2021
- Extended TravelJan 2021 to May 2021
- University of Nebraska At OmahaAug 2020 to Nov 2021
- UnemployedApr 2020 to Aug 2020
- Mennonite Central CommitteeAug 2019 to Apr 2020
- Markel InsuranceOct 2018 to Aug 2019
- Extended TravelJan 2018 to Jul 2019
- Nebraska Department of Economic DevelopmentApr 2017 to Jan 2018
- Borgen Project MagazineJan 2017 to Apr 2017
- Yia Yia's PizzaAug 2016 to Dec 2016
- University of Nebraska At LincolnAug 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NE).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7466152
- Firm CRD
- 5393