# James Ward

> James Ward is a fee-only financial advisor at Latitude Advisors in Yorkville, Illinois. Latitude Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-ward/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Latitude Advisors
- **Based in:** Yorkville, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $566.5M across 2,575 accounts
- **CRD:** 2342656 (https://adviserinfo.sec.gov/individual/summary/2342656)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (1995), Series 65 (1999)
- **Firm size:** 66 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.latitudefinancial.net/

## Frequently asked questions

### Is James Ward a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Latitude Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Ward based?

James Ward is based in Yorkville, Illinois.

### Is James Ward registered with the SEC?

Yes. James Ward is registered as an investment adviser representative in TX and VA (CRD 2342656), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Latitude Advisors manage?

Latitude Advisors reports $566.5M across 2,575 accounts in assets under management.

### How do I contact James Ward?

Through James's website, www.latitudefinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2342656): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.