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Jason Matthew Tompkins

KEY Investment Services LLC

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About Jason Matthew Tompkins

Jason Tompkins is an investment advisor representative for Key Investment Services LLC. Jason is a registered investment advisor in Washington and several other states. Jason has been in the financial industry since 2006 and holds the Series 7, Series 66, and SIE licenses. Jason specializes in providing portfolio management services for individuals and helping clients select other advisors. Key Investment Services LLC manages over $4 billion in assets and has offices in Ohio and Washington.

Firm Information

Jason Tompkins 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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Jason Tompkins’s Registration & Firm History

WA

07/07/2011 - Present

KEY Investment Services LLC (Yakima WA)

OR

03/15/2007 - 07/01/2011

U.S. BANCORP INVESTMENTS, INC. (CANBY OR)

NY

09/02/2004 - 05/17/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Matthew Tompkins. Review regulatory record here.
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