Role at Aon Investments USA
- Title on Schedule A
- Head of U.S. Investments
- Control
- Bryan Ward is a control person of Aon Investments USA.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Bryan Ward has held the filed role since March 2024.
The firm
Form ADV filed 25 March 2026
Career on record
- Passed Series 3 · 2020
- Passed Series 24 and SIE · 2018
- Passed Series 66 and Series 7 · 2011
- Hewitt Investment Group LLC– · 4 yearsLincolnshire, IL · Adviser representative · Firm CRD 110162
- Passed Series 6 · 1999
- Passed Series 63 · 1998
Registrations and exams
Broker registration; no current adviser registration. Bryan Ward has passed 7 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 July 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 November 1998 |
| Series 24 | General Securities Principal Examination | 5 September 2018 |
| Series 3 | National Commodity Futures Examination | 29 December 2020 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 30 December 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 September 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Bryan Richard Ward
- CRD
- 3107835
- Registration status
- Broker registration; no current adviser registration
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Bryan Ward work?
Bryan Ward has been Head of U.S. Investments of Aon Investments USA Inc. since March 2024, and is a control person of the firm.
Does Bryan Ward have a current investment-adviser registration?
Bryan Ward has a current broker registration and no current investment-adviser registration, as of 17 October 2026.
What exams has Bryan Ward passed?
Bryan Ward has passed 7 licensing exams: the Series 63, Series 6, Series 66, Series 7, Series 24, SIE and Series 3. The earliest, the Series 63, was passed in November 1998.
Where was Bryan Ward previously registered as an investment adviser?
Bryan Ward has past investment-adviser registrations through Hewitt Investment Group LLC, July 2006 to September 2010, across 1 firm.
Leadership at Aon Investments USA
- David TestoreChief Operating Officer
- Matthew WallaceChief Compliance Officer
- Beth HalberstadtHead of Solutions
- Russell IvinjackGlobal Chief Investment Officer
- Ari JacobsGlobal Head of Investments
- Nicole RobertsonHead of Investment Operations - North America
- Kevin ZagortzUS Chief Investment Officer