Jesse Michael Conary
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jesse Michael Conary? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCSep 2026 to now
- Wells Fargo Clearing Services, LLCAug 2023 to Sep 2026
- JP Morgan Chase Bank, N.A.Jul 2019 to Aug 2023
- JP Morgan Securities, LLCJul 2019 to Aug 2023
- Wells Fargo Bank NASep 2010 to Jul 2019
- Wells Fargo Clearing Services, LLCSep 2010 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6174960
- Firm CRD
- 6413