See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JC

Jesse Conary

Senior Financial Advisor, First Vice ... at Wells Fargo Advisors
Intro Book
Financial professional with 11+ years of experience in finance and investments.
  • Claim this Profile
Location
Reno, Nevada, United States, US
Languages
  • English -
Skills
  • Finance
  • Investments
  • Customer Service
  • Sales
  • Loans
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Jesse Conary is a seasoned financial professional with 11+ years of experience in finance, investments, and customer service. He has held various roles at Wells Fargo, The Pitch Fund, and as an angel investor. Jesse holds multiple licenses, including Series 66, Series 7, and Series 63 licenses.

Credentials

  • Series 66 License
    FINRA (Financial Industry Regulatory Authority)
    Dec, 2017
    - Jun, 2026
  • Series 7 License
    FINRA (Financial Industry Regulatory Authority)
    Jul, 2016
    - Jun, 2026
  • Series 63 License
    FINRA (Financial Industry Regulatory Authority)
    Aug, 2013
    - Jun, 2026
  • Series 6 License
    FINRA (Financial Industry Regulatory Authority)
    Apr, 2013
    - Jun, 2026
  • Oregon Resident Insurance Producer: Life, Health, and Variable Lines
    State of Oregon
    Jan, 2018
    - Jun, 2026

Experience

  • Wells Fargo Advisors
    • Reno, Nevada, United States
    • Senior Financial Advisor, First Vice President
      • Aug 2023 - Present
      • Reno, Nevada, United States
  • The Pitch Fund
    • Limited Partner
      • Sep 2023 - Present

      The Pitch Fund is an opportunistic, generalist fund that invests at the pre-seed and seed stage.

  • Jesse Conary
    • Angel Investor
      • Sep 2023 - Present
  • J.P. Morgan Wealth Management
    • Eugene, Oregon, United States
    • Vice President, Private Client Advisor
      • Jul 2019 - Aug 2023
      • Eugene, Oregon, United States
  • Wells Fargo
    • Regional Private Banker II
      • Dec 2018 - Jul 2019

    • Regional Private Banker
      • May 2016 - Dec 2018

    • Personal Banker II
      • Jul 2014 - May 2016

    • Personal Banker
      • Apr 2011 - Jul 2014

    • Teller
      • Sep 2010 - Apr 2011

  • Wells Fargo Advisors
    • Truckee, CA / Roseville, CA / Gresham, OR
    • Registered Representative
      • Apr 2013 - Jul 2019
      • Truckee, CA / Roseville, CA / Gresham, OR
  • Vail Resorts
    • Northstar at Tahoe
    • AASI Certified Snowboard Instructor
      • Dec 2009 - Apr 2011
      • Northstar at Tahoe
  • Safeway
    • Kings Beach, CA
    • In-Store Starbucks Barista
      • Apr 2010 - Sep 2010
      • Kings Beach, CA
  • Target
    • Sacramento, CA
    • Sales Floor Associate
      • Oct 2007 - Dec 2009
      • Sacramento, CA

Education

  • 2007 - 2009
    American River College
  • 2003 - 2007
    Mira Loma High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles