James F Conybear

Current Employers

Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-05-07

IL RA
APPROVED

Since 2024-05-07

Branch Locations

Tinley Park, IL • United States

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • 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

Organization	City	State	From	To
Fidelity Investments	Chicago	IL	06/2023	02/2024
Envestnet Financial Technologies	Chicago	IL	03/2015	06/2023
Roosevelt University	Chicago	IL	01/2015	04/2026
Unemployed	Tinley Park	IL	03/2024	04/2024
Envestnet Financial Technologies	Chicago	IL	04/2024	Present

06/2023 → 02/2024

Fidelity Investments

Chicago, IL
03/2015 → 06/2023

Envestnet Financial Technologies

Chicago, IL
01/2015 → 04/2026

Roosevelt University

Chicago, IL
03/2024 → 04/2024

Unemployed

Tinley Park, IL
04/2024 → Present

Envestnet Financial Technologies

Chicago, IL

Previous Registrations

2023-10-20 → 2024-03-06

Fidelity Institutional Wealth Adviser Llc

Chicago, IL

Other Businesses

Name: Moraine Valley Community College/addr: Palos HIlls, Illinois,U.S./Nature: College/Invt Rel: No/ Title: Adjunct Faculty/Duties: Teaching 100-Level Economics/Start Date: 9.13.2026/Hours: 40 per month/ Trading Hrs: 0

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-08-26

S63 Uniform Securities Agent State Law Examination

2023-08-26

Designations

Other Names

James Francis Conybear

View on SEC IAPD