James Leroy Conner

Financial advisor at Wesbanco Securities, Inc.

Last updated 2026-10-10

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James Leroy Conner is a financial advisor at Wesbanco Securities, Inc., CRD 5339285. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2022-01-18.

Registration

CRD number
5339285
Registration status
Active
IAPD registration
2022-01-18
Industry Experience
4 years
Work Experience
26 years
States registered
WV

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2007-05 to 2018-04 · Wesbanco Securities Inc · Sissonville, WV
  • 2018-04 to Present · Wesbanco Securities Inc · Charleston, WV
  • 2000-07 to 2018-04 · Wesbanco Bank Inc · Sissonville, WV

Current employment

SEC IAPD record for James Leroy Conner

Wesbanco Securities, Inc.

Regulatory AUM
$285,875,773
Registered advisors
51
Offices
107
Clients per advisor
31.9 (Low)
Average AUM per client
$175.7K (Low)
High-net-worth client ratio
12.8% (Low)

Wesbanco Securities, Inc.: advisors, services and reported ETF investments

About

James Leroy Conner is a financial advisor at Wesbanco Securities, Inc.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 26 years of reported work history. Reported roles include Wesbanco Bank Inc, among others.

SEC disclosures list additional business and community activities: Guest Speaker At Various Churches: Start date: 10/21/2020; Ministry business.

Wesbanco Securities, Inc.'s firm-level Form ADV reports 51 advisors across 107 offices; approximately 31.9 clients per advisor, average assets per client of $175,707, and regulatory AUM of $285.9M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by Wesbanco Securities, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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