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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Conway is an Investment Advisor Representative who has been in the industry since 1998. John currently works for Kovitz Investment Group Partners, LLC. John has worked at several other firms, including Foreside Financial Services, LLC, Kovitz Securities, LLC, Rothschild Investment Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has a Series 7, SIE, and Series 66 license. Kovitz Investment Group Partners, LLC is an investment advisor firm that provides financial planning, portfolio management, and other advisory services. The firm primarily manages assets for high-net-worth individuals, investment companies, corporations, and charitable organizations. John can provide financial planning and portfolio management services for a wide range of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/05/2016 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
01/04/2021 - 03/15/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
05/28/2004 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
03/27/2001 - 10/01/2004
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
NY
08/14/1998 - 04/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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