Jeffrey Conway
Conway Partners · Incline Village, Nevada
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.
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Specialties
Facts
| Firm | Conway Partners |
|---|---|
| Based in | Incline Village, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $166.3M across 229 accounts |
| SEC registration | Investment adviser representative in CA, HI, NV, NY, TX · CRD 7504985 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | conwaypartners.com |
| Profile |
How Jeffrey's firm compares
- Conway Partners's average account is about $726,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Conway Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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