Blake 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 & Co., Inc.Sep 2024 to now
- Stella CentersMay 2023 to Jul 2024
- Clarify HealthJan 2022 to Feb 2023
- Xactly CorpJul 2021 to Dec 2021
- Door DashDec 2020 to Dec 2021
- Conversa HealthJun 2020 to Jul 2021
- Full Time EducationAug 2017 to Dec 2020
- Full Time EducationSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7978325
- Firm CRD
- 5393