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Gregory James Conway

CJ PARTNERS LLC·SEATTLE, Washington
Series 3, Series 7, Series 24, Series 63Clean record32 years registeredCJ PARTNERS LLC
3147 FAIRVIEW AVE E. SUITE #300, SEATTLE, WA 98102CRD# 811967Firm CRD# 112336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory James Conway · SEATTLE, WA
Registration
CRD #811967 · CJ PARTNERS LLC · 32 years registered
Brand Profile
Not yet started
01

Career History

WAVERLY ADVISORS, LLC
Oct 2025 – present
PACIFIC PORTFOLIO CONSULTING, LLC
Feb 2023 – Dec 2025
SEATTLE, WA
CONWAY JARVIS LLC
Jun 1994 – Jan 2023
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 63
Registration record
First registered · June 20, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CJ PARTNERS LLC
CRD 112336 · SEC 801-46303
AUM
$443M
Regulatory assets under management
Employees
3
251 client accounts
Services offered by CJ PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CJ PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Gregory James Conway offer?
Gregory James Conway specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.
What are Gregory James Conway's credentials?
Gregory James Conway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory James Conway located?
Gregory James Conway is based in SEATTLE, Washington, working with CJ PARTNERS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Gregory James Conway charge for services?
Gregory James Conway's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CJ PARTNERS LLC?
CJ PARTNERS LLC has approximately 3 employees and manages $443M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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