Jesse Conary, financial advisor Eugene OR

Jesse Conary

CRD Number: 6174960
Current Firm: J.p. Morgan Securities LLC

Jesse Conary (CRD# 6174960) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Eugene, OR and has over 8 years of experience in the finance industry.

Similar Advisors
Cody Absalon, financial advisor Eugene OR
Cody J. Absalon
CRD# 6422505
Charles Schwab & Company, Inc.
Similar Advisors
Dina Ahten, financial advisor Eugene OR
Dina K. Ahten
CRD# 4299722
Sapient Private Wealth Management, LLC
Similar Advisors
Leopold Alapont, financial advisor Eugene OR
Leopold D. Alapont
CRD# 5251001
Commonwealth Financial Network
Company Name Location Dates Years
Jp Morgan Securities, LLC Portland, OR Jul 2019 - Current 2
Jp Morgan Chase Bank, N.a. Port;and, OR Jul 2019 - Current 2
Wells Fargo Bank Na Truckee, CA Sep 2010 - Jul 2019 8
Wells Fargo Clearing Services, LLC Truckee, CA Sep 2010 - Jul 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Jesse M. Conary
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.