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James Leroy Conner

Advisor at Wesbanco Securities, Inc. — Parkersburg, WV Gihon Village

Updated today

Credentials

Series 63, Series 65

Experience

19 years

Location

Parkersburg, WV 26101

Wesbanco Securities, Inc.

Multi-team

Total advisors

51

Across 25 offices

Clients per advisor

32 Low

Avg AUM per client

$175,707 Very Low

HNW client ratio

13% Low

About

James Conner is a financial advisor at WesBanco Securities, Inc. in Sissonville, WV, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WesBanco entities since 2000. Outside of his advisory role, he participates as a guest speaker at various churches and is involved in ministry work on a part-time basis. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, utilizing a variety of analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

Client services

Based on Wesbanco Securities, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Wesbanco Securities, Inc.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing

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Fee options

Percentage

$0 - $499,999: 2.00% $500,000 - $1,999,999.99: 1.50% $2,000,000+: 1.00%

Other

Account minimum: $50,000

Location

See office

Parkersburg, WV Gihon Village

260 Gihon Village

Parkersburg WV 26101

Advisors at this office

3

Most active in

West Virginia

Work history

19 years of industry experience

WesBanco Securities Inc

2018 - Present • 8 years

Charleston, WV

WesBanco Securities Inc

2007 - 2018 • 11 years

Sissonville, WV

WesBanco Bank Inc

2000 - 2018 • 18 years

Sissonville, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Taj R

Series 66

Parkersburg, WV

Rohr Capital Management

Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a financial advisor at Rohr Capital Management in Parkersburg, WV, holding a Series 65 designation with four years of industry experience. In addition to her advisory role, she is the president of Problem-Solving Math, LLC, an educational support services business, and works as an independent tax return preparer. Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning to individual and small business clients, using a tactical allocation approach with exchange-listed securities, mutual funds, and select individual stocks. The firm manages accounts on a discretionary basis and acts as a fiduciary for retirement accounts.

General retirement planning Cash flow / budgeting
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Zachary S

CFP®, Series 65

Vienna, WV

Commonwealth Financial Services

Zachary Seese is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Commonwealth Financial Services, where he has worked since 2022, and previously has experience in educational roles at several institutions including West Virginia University and Parkersburg South High School. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing a range of investment strategies that include fundamental and technical analysis, tactical rebalancing, and third-party manager solutions.

Retired Founder/Business Owner Executive
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Samuel C

Series 65

Vienna, WV

Commonwealth Financial Services

Samuel Cremeans is an advisor at Commonwealth Financial Services with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at United Parcel Service and Northwestern Mutual. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, broker/dealer customers, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing fundamental and technical analysis along with third-party manager options.

Retired Founder/Business Owner Executive
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C. J

Series 63, Series 65

Vienna, WV

Hazlett, Burt & Watson, Inc.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Wealth management Income planning Real estate investing
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Joshua W

Series 65

Vienna, WV

Commonwealth Financial Services

Joshua Wine is a Series 65-licensed financial advisor with Commonwealth Financial Services in Vienna, WV. He has three years of industry experience and also serves as a Tax Manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked for over ten years. Commonwealth Financial Services is an SEC-registered advisory firm that serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and securities-backed lending solutions, utilizing a range of investment strategies and custodial platforms.

Retired Founder/Business Owner Executive
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