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Jacob Andrew Wilhelm

KEY Investment Services LLC

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About Jacob Andrew Wilhelm

Jacob Wilhelm is a financial advisor with Key Investment Services LLC, a firm based in Brooklyn, OH. Jacob has been in the industry since 2023, holding various roles in the financial services sector. Jacob’s expertise is in providing investment advice to both individuals and high-net-worth individuals. Jacob holds the Series 63, 6TO and SIE licenses. Jacob is registered in the state of Ohio.

Firm Information

Jacob Wilhelm 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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Jacob Wilhelm’s Registration & Firm History

OH

06/03/2024 - Present

KEY Investment Services LLC (HOLLAND OH)

OH

03/13/2023 - 03/05/2024

W&S BROKERAGE SERVICES, INC. (MAUMEE OH)

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Licenses & Designations

BC

Issued 02/23/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Andrew Wilhelm.
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