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Jaime Alison Conry

Insight Strategic Wealth LLC

Knoxville, TN

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Current Employers
Insight Strategic Wealth Llc

10107 Sherrill Blvd, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2015-08-19
  • TN RA
    APPROVED
    Since 2015-08-19

Branch Locations

10107 Sherrill Blvd, Knoxville, TN 37932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insight Strategic Wealth Llc Knoxville TN 08/2014 05/2019
Insight Strategic Wealth Llc Knoxville TN 05/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-27
  • S65 Uniform Investment Adviser Law Examination
    2015-07-27
Designations
Other Names
  • Jaime Alison Conry
  • Jaime Alison Waldschmidt

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

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