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Jason Wayne Wegner

KEY Investment Services LLC

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About Jason Wayne Wegner

Jason Wayne Wegner is a financial advisor with Key Investment Services LLC. Jason has been a registered representative since 2004. Jason is registered in Indiana and Ohio. Jason's firm has 1098 registered representatives, and they manage more than $1 billion but less than $10 billion in assets. Jason's firm provides financial planning services to individuals, and they also select other advisors for their clients.

Firm Information

Jason Wegner 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 Wegner’s Registration & Firm History

OH

11/01/2016 - Present

KEY Investment Services LLC (BROOKLYN OH)

NH

03/18/2008 - 10/31/2016

WELLS FARGO ADVISORS, LLC (LEBANON NH)

OH

07/06/2005 - 02/25/2008

CHASE INVESTMENT SERVICES CORP. (WOOSTER OH)

IL

05/20/2005 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

07/16/2004 - 03/25/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/16/2004 - 03/25/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/24/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Wayne Wegner.
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