Jeffrey Thomas Conroy

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 12/2020
  Ameriprise Financial Services, Inc.
  Destin, FL
• 12/2020 → Present
  Lpl Financial Llc
  Miramar Beach, FL

Previous Registrations

• 2015-06-26 → 2021-01-13
  Ameriprise Financial Services, Llc
  Destin, FL
• 2009-06-01 → 2015-07-13
  Morgan Stanley
  Destin, FL
• 2007-06-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  Destin, FL
• 1988-09-21 → 2007-06-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Walton Beach, FL

Other Businesses

1)12/18/2020- Conroy Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Miramar Beach, FL- 100% 2)12/18/2020- Conroy Wealth Management- Non-Variable Insurance- Inv. Related- Miramar Beach, FL- start date 12/14/2020- 160hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-25
• S63 Uniform Securities Agent State Law Examination
  1988-09-13

Other Names

• Jeffrey Thomas Conroy
• Jeff Conroy
• Jeffrey Conroy