John D Conway

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

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

• 12/1996 → 12/2017
  Woodbury Investors, Inc.
  Homestead, PA
• 12/2017 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 06/2015 → Present
  Conway Wealth Management
  Pittsburgh, PA

Other Businesses

1) Conway Wealth Management-610 Old Clairton Road, Pittsburgh, PA 15236; Investment related; Insurance and securities sales & services; President/Owner; Start date 6/2015; 200 hrs/mnth; 160 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-02
• S63 Uniform Securities Agent State Law Examination
  1993-11-29

Other Names

• Jack Conway