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Kevin Conway

Edward Jones

Havertown, PA

CRD 4861712

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-06
  • PA RA
    APPROVED
    Since 2022-09-06

Branch Locations

1221 W Chester Pike, Havertown, PA 19083-0000 • 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
Hartford Investment Financial Services Llc Radnor PA 12/2012 09/2022
Edward Jones St Louis MO 09/2022 Present
  • 12/2012 → 09/2022
    Hartford Investment Financial Services Llc
    Radnor, PA
  • 09/2022 → Present
    St Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-11-30
  • S63 Uniform Securities Agent State Law Examination
    2005-11-30
Designations
  • Certified Financial Planner
Other Names
  • Kevin Ryan Conway

View on SEC IAPD

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