Jeffrey Alan Conn

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/2010 → 06/2021
  Mclean Securities, Llc
  Mclean, VA
• 06/2010 → 06/2021
  The Mclean Group
  Mclean, VA
• 06/2021 → Present
  Goldman Sachs
  Washington, D.C., DC

Other Businesses

(1) Board Member at Avantalytics Corporation, a software and consultancy firm. Organization's primary address is in Arlington, VA. Organization is not primarily engaged in investment-related activity. Start Date is July 9th, 2021. Four hours per month. Duties include voting and providing input on the strategic direction of the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-23
• S63 Uniform Securities Agent State Law Examination
  2008-07-17