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Brian Jason Evans

KEY Investment Services LLC

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About Brian Jason Evans

Brian Jason Evans is a financial advisor with Key Investment Services LLC, with over 18 years of experience in the financial services industry. Brian has a Series 7, Series 31, and Series 66 license and is registered in 27 states. Brian has a strong track record of helping individuals and families achieve their financial goals. Brian has experience working with various clients including high net worth individuals, charitable organizations, and pension and profit-sharing plans. Brian is dedicated to providing personalized financial advice to help clients make informed decisions about their finances.

Firm Information

Brian Evans is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Evans’s Registration & Firm History

OH

10/28/2015 - Present

KEY Investment Services LLC (CHAGRIN FALLS OH)

OH

10/01/2012 - 08/14/2015

J.P. MORGAN SECURITIES LLC (WILLOUGHBY HILLS OH)

OH

06/22/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WICKLIFFE OH)

NY

09/30/2005 - 06/07/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 11/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Jason Evans. Review regulatory record here.
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