James F Conybear
Investment adviser representative at Envestnet Pmc
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$614.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Envestnet PmcMay 2024 to now
- Envestnet Financial TechnologiesApr 2024 to now
- UnemployedMar 2024 to Apr 2024
- Fidelity InvestmentsJun 2023 to Feb 2024
- Envestnet Financial TechnologiesMar 2015 to Jun 2023
- Roosevelt UniversityJan 2015 to Apr 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 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
- 7770308
- Firm CRD
- 111694