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Jeff Conley

  • Financial Advisor
  • Investment Advisor Representative

CA Insurance License # 0D38929

Jeff is a resident of Auburn, Washington, and lives with his wife Karen. Together they raised three children. Jeff has 29 years’ experience as a financial advisor and still very much enjoys the challenge of helping couples and individuals successfully retire. Jeff is a graduate of Montana State University where he earned a Bachelor of Science degree.  Jeff and his wife are certified Couples Communication Skills coaches and volunteer their time helping others. Jeff also enjoys water skiing, photography, painting, and biking, as well as hiking and relaxing with his family at their lake home.

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 

Jeff Conley

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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