Kenneth
Ward

Toews Corporation

CRD#1078075
Investment Advisor
in Northfield, NJ

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About this Advisor

Kenneth Ward is a chartered financial consultant who works out of Northfield, New Jersey with a total of 1 year of industry experience. Ward is an employee of Toews Corporation. During their career, the advisor has held roles at Gabelli & Company, Inc, Foundation Source, Deutsche Bank, Toews Corporation and Northern Lights Distributors, LLC. Ward has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Toews Corporation is a financial advisory firm based in Northfield, NJ. It has a total of 22 people on staff. It oversees $1 billion in assets under management among its 246 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 246 customer accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. Toews Corporation has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors usually vary depending on which services are offered. Fee types billed by Toews Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1750 Zion Road Suite 201
Northfield, NJ 08225-1844

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Toews Corporation Brokerage Details

Total Assets Under Management

$1,143,381,908

NJ Average: $10,121,009,343
Total Number of Employees

22

NJ Average: 92
Total Number of Accounts

246

NJ Average: 6,978
Average Account Size

$4,647,894

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Kenneth Ward Work History

Kenneth has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Toews Corporation

2022 - Present (2 years)

Northern Lights Distributors, LLC

2019 - 2022 (3 years)

Gabelli & Company, Inc

2016 - 2018 (2 years)

Foundation Source

2012 - 2016 (4 years)

Deutsche Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kenneth Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Toews Corporation

Kevin Kenny
New York, NY
Yu Jin Kim
Northfield, NJ
Gregory Brunck
New York, NY
Joshua Glazer
Arlington Heights, IL
Donald Jordan
Mobile, AL
Kenneth Ward
Northfield, NJ
Harold Clemons
Northfield, NJ
Patrick Sullivan
Northfield, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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