Jeffrey Ward has been an investment adviser representative at SageGuard Financial Group since August 2025, and is not listed among the firm’s executive officers or direct owners.
Sageguard Financial Group, LLC is a Goodlettsville, TN firm with $756M under management, 2,469 clients and 14 advisers across 4 offices, as of its July 2026 filing.
- – present · 1 yearGoodlettsville, TN · Adviser representative · Firm CRD 160266
Investment adviser representative registrations
Jeffrey Ward is registered as an investment adviser representative in Tennessee, since August 2025.
- TennesseeSince 4 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2025 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 February 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 November 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jeffrey Lamar Ward
- CRD
- 4832326
- Firm
- SageGuard Financial Group · CRD 160266
- Office
- 3066 BUSINESS PARK CIRCLE, Goodlettsville, TN 37072
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Ward work?
Jeffrey Ward is an investment adviser representative registered through Sageguard Financial Group, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Ward a financial advisor?
Yes. Jeffrey Ward has a current investment-adviser registration in Tennessee, through SageGuard Financial Group since August 2025.
How many years of experience does Jeffrey Ward have?
Jeffrey Ward has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Jeffrey Ward passed?
Jeffrey Ward has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in November 2004.
Where is Jeffrey Ward based?
Jeffrey Ward’s registered office is in Goodlettsville, TN.
Is Jeffrey Ward registered with FINRA?
No. Jeffrey Ward has no current broker registration.
How can I verify Jeffrey Ward’s record?
Search CRD 4832326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Ward’s full registration record.
