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Jacob Michael Butler

KEY Capital Management, Inc.

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About Jacob Michael Butler

Jacob Michael Butler is a registered Investment Advisor Representative (IAR) in the state of Tennessee. Jacob is affiliated with Key Capital Management, Inc. Jacob has been in the securities industry for over two years. Jacob has passed the Series 63, 65, and SIE exams. Jacob is affiliated with Key Capital Management, Inc. Jacob specializes in working with high-net-worth individuals and individuals other than high-net-worth clients. Jacob provides financial planning and portfolio management services.

Firm Information

Jacob Butler is currently registered with KEY Capital Management, Inc.. KEY Capital Management, Inc. is an investment advisory firm based in HENDERSONVILLE, TN. The firm manages approximately $292,985,635 in assets for 2,171 clients. KEY Capital Management provides financial planning and portfolio management for individuals and families.
KEY Capital Management, Inc.

181 EAST MAIN ST. SUITE #7

HENDERSONVILLE, TN 37075

$292.99M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 Butler’s Registration & Firm History

TN

08/27/2024 - Present

KEY Capital Management, Inc. (HENDERSONVILLE TN)

TN

02/24/2023 - 04/23/2024

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

KY

12/22/2022 - 02/23/2023

THE LEADERS GROUP, INC. (Louisville KY)

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Licenses & Designations

IA

Issued 08/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

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

BC

Issued 08/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Michael Butler.
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