# Jeffrey Conway

> Jeffrey Conway is a fee-only financial advisor at Conway Partners in Incline Village, Nevada. Jeffrey focuses on equity compensation, estate & legacy planning and tax planning. Conway Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-conway/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Conway Partners
- **Based in:** Incline Village, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $166.3M across 229 accounts
- **Specialties:** Equity compensation, Estate & legacy planning, Tax planning, Retirement planning, Founders (pre-exit), Retirement with concentrated positions
- **CRD:** 7504985 (https://adviserinfo.sec.gov/individual/summary/7504985)
- **SEC registration:** Investment adviser representative in CA, HI, NV, NY, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://conwaypartners.com

## Frequently asked questions

### Is Jeffrey Conway a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Conway Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Conway Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Conway based?

Jeffrey Conway is based in Incline Village, Nevada.

### What does Jeffrey specialize in?

Jeffrey's specialties include equity compensation, estate & legacy planning, tax planning, retirement planning, founders (pre-exit) and retirement with concentrated positions.

### Is Jeffrey Conway registered with the SEC?

Yes. Jeffrey Conway is registered as an investment adviser representative in CA, HI, NV, NY and TX (CRD 7504985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Conway Partners manage?

Conway Partners reports $166.3M across 229 accounts in assets under management.

### How do I contact Jeffrey Conway?

Through Jeffrey's website, conwaypartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7504985): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://conwaypartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.