Jeffrey Conway has been Member and CCO of Conway Partners Management since February 2022, is a control person of the firm and directly owns 75% or more of it.
Conway Partners Management, LLC is a firm with $166M under management, 81 clients and 2 advisers in one office, as of its March 2026 filing.
Jeff Conway is Partner of Conway Partners, based in Incline Village, Nevada. He co-founded the firm after helping build Gauss Surgical through its acquisition by Stryker (NYSE:SYK).
- Conway PartnersCurrent– present · 3 yearsIncline Village, NV · Adviser representative · Firm CRD 319013
Investment adviser representative registrations
Jeffrey Conway is registered as an investment adviser representative in 5 states. The first approvals date from December 2022; the most recent is Hawaii, in February 2023.
- CaliforniaSince 22 December 2022
- HawaiiSince 3 February 2023
- NevadaSince 10 January 2023
- New YorkSince 22 December 2022
- TexasSince 22 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7504985
- Firm
- Conway Partners Management · CRD 319013
- Role
- Member and CCO
- Office
- Incline Village, NV
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- conwaypartners.com
Where does Jeffrey Conway work?
Jeffrey Conway has been Member and CCO of Conway Partners Management, LLC since February 2022, and is a control person of the firm.
Is Jeffrey Conway a financial advisor?
Yes. Jeffrey Conway has a current investment-adviser registration in California, Hawaii, Nevada, New York and Texas, through Conway Partners Management since December 2022.
How many years of experience does Jeffrey Conway have?
Jeffrey Conway has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has Jeffrey Conway passed?
Jeffrey Conway passed the Series 65 in December 2022.
Where is Jeffrey Conway based?
Jeffrey Conway’s registered office is in Incline Village, NV.
Is Jeffrey Conway registered with FINRA?
No. Jeffrey Conway has no current broker registration.
How can I verify Jeffrey Conway’s record?
Search CRD 7504985 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Conway’s full registration record.