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Janette Scharman

KEY Investment Services LLC

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About Janette Scharman

Janette Scharman is a financial advisor with Key Investment Services LLC, with an active registration in Utah. Janette has over 20 years of experience in the financial services industry, beginning in May of 1997. Janette has held positions at several firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., and Banc One Securities Corporation. Janette's focus is on helping individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations with their investment goals.

Firm Information

Janette Scharman 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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Janette Scharman’s Registration & Firm History

UT

11/19/2018 - Present

KEY Investment Services LLC (West Jordan UT)

UT

10/01/2012 - 04/27/2018

J.P. MORGAN SECURITIES LLC (WEST JORDAN UT)

UT

07/06/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WEST JORDAN UT)

IL

05/30/1997 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janette Scharman.
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