Jeff Conley

  • Financial Advisor
  • Investment Advisor Representative

As an Investment Advisor Representative, Jeff acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”


• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7, 66 and 24 Securities Licenses
• Graduate of Montana State University with a B.S. in Film and Photography
• Over 29years of experience in the financial services industry

• Currently resides in Auburn, WA with his wife Karen
• Jeff & his wife are certified “Couples Communication Skills” coaches
• In his free time, he enjoys mountain biking, waterskiing, gardening, and photography. Jeff is also an accomplished painter. His work can be seen at

I am licensed and registered to offer products and services in WA. Licenses and registrations will vary. Domiciled in WA

Check the background of this registered representative on FINRA’s BrokerCheck