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Jacob Michael Hansell

KEY Investment Services LLC

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About Jacob Michael Hansell

Jacob Michael Hansell is an investment advisor representative with Key Investment Services LLC. Jacob has been in the securities industry since 2017. He previously worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Jacob has a Series 7, Series 66, and SIE licenses. Jacob specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Jacob is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.

Firm Information

Jacob Hansell 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 Hansell’s Registration & Firm History

OH

03/28/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NC

09/23/2020 - 03/07/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTERSVILLE NC)

NC

05/02/2017 - 03/16/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 09/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Michael Hansell.
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