Joseph C. Ward

REFINED WEALTH

HOUSTON, TX

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CRD#: 7670265

Professional summary

Joseph Conner Ward, who also goes by Joe Ward, is a registered financial advisor currently at REFINED WEALTH located in Houston, Texas.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joseph has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Ward

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

the name of the other business; JW Media LLC whether the business is investment-related; Yes Investment related. the address of the other business; 4918 Morningside Dr. Houston TX 77005 the nature of the other business; Youtube business your position; title, or relationship with the other business; Owner the start date of your relationship; 06-03-2025 the approximate number of hours/month you devote to the other business; 10 hours a month on weekend the number of hours you devote to the other business during securities trading hours; 0 hours during trading and briefly describe your duties relating to the other business; creating Youtube Videos and Podcast financial education and proposal tool for IPS policy statements for other advisors. JW Media LLC is not an advisory service and does not provide individual advice. It provides educational and general content via podcasts to the public. JW Media does not engage in any client-specific recommendations and doesn't hold itself out as an investment adviser under Board Rule 116.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Conner Ward's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2025 - Present

REFINED WEALTH

RIA

CRD#: 337453

HOUSTON, TX

Past

November 8, 2024 - September 5, 2025

QUOTIENT WEALTH PARTNERS, LLC

RIA

CRD#: 326819

HOUSTON, TX

Past

December 2, 2022 - August 27, 2024

FINANCIAL SYNERGIES

RIA

CRD#: 105643

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/9/2022

Uniform Investment Adviser Law Examination

Current Firm

REFINED WEALTH

REFINED WEALTH | REFINED WEALTH LLC

CRD#: 337453 / SEC#:

Texas

Registered Investment Advisory firm - (8/26/2025 Approved)

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Contact information

Main Address

Houston, TX

Mailing Address

Phone number

(713) 909-0035

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph C. Ward

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Conner Ward's CRS (Customer Relationship Summary).

Certified licenses

Experience

REFINED WEALTH

QUOTIENT WEALTH PARTNERS, LLC

FINANCIAL SYNERGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/2022

Current Firm

REFINED WEALTH

Contact information

Documents

Red Flags

Company Information

REFINED WEALTH

TRUST BUT VERIFY

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