linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Harris

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Harris

Jason Harris is a financial advisor with over 11 years of experience in the industry. Jason is currently registered with Key Investment Services LLC, and has held previous roles with NI ADVISORS, PACIFIC OAK CAPITAL MARKETS, LLC, and COLORADO FINANCIAL SERVICE CORPORATION. Jason offers financial planning, portfolio management for individuals and selection of other advisors to clients. Jason is licensed to conduct business in California and Colorado.

Firm Information

Jason Harris 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Harris’s Registration & Firm History

CO

06/06/2024 - Present

KEY Investment Services LLC (Lakewood CO)

CA

09/11/2023 - 02/15/2024

NI ADVISORS (MILPITAS CA)

CA

05/11/2021 - 08/01/2023

PACIFIC OAK CAPITAL MARKETS, LLC (COSTA MESA CA)

CO

10/10/2016 - 05/03/2021

COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)

Not sure if Jason Harris is right for you?

Licenses & Designations

BC

Issued 02/13/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Harris.
Not sure if Jason Harris is right for you?