James Ward
Latitude Advisors · Yorkville, Illinois
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.
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Facts
| Firm | Latitude Advisors |
|---|---|
| Based in | Yorkville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $566.5M across 2,575 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2342656 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 66 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.latitudefinancial.net |
How James's firm compares
- Latitude Advisors's average account is about $220,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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