John Joseph Conway

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2003 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 01/2016 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2021 → 03/2021
  Foreside Financial Services, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  Chicago, IL

Previous Registrations

• 2016-01-05 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2016-01-05 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2003-09-29 → 2015-12-31
  Kovitz Investment Group, Llc
  Chicago, IL
• 2001-03-27 → 2004-01-02
  Rothschild Investment Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  1999-02-26

Other Names

• John J Conway