Jonathan Ward, CLU
Principal

Jonathan Ward graduated from Hamilton College, where he played varsity football and was a member of Delta Kappa Epsilon.  He has been working in insurance brokerage since 1996.

Initially, he was a Sales Director of Disability Income and Annuity Products for Ward Financial Group (managed by William H. Ward CLU, ChFC).  He later became a Sales Vice President for Highland Capital Brokerage, managing accounts for banks, regional broker-dealers and independent insurance advisors. During this period he began to understand the value of combining expertise in case design, advanced sales and impaired risk underwriting, which ultimately provided the most competitive results for agents.

In 2006, Jonathan partnered with a regional Broker-Dealer, providing them with life brokerage services.  His efforts led to a dramatic increase in their life insurance production.

Having developed significant management experience and industry knowledge, Jonathan made the decision to form Ward Brokerage Associates in 2009.