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Conan W
Series 66
Wayne, NJ
Kingsview Wealth Management, LLC
Conan Ward is a financial advisor at Kingsview Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2026. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.
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