linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jean Marie Ottaviano

KEY Investment Services LLC

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

About Jean Marie Ottaviano

Jean Marie Ottaviano is a financial professional with over 20 years of experience in the industry. Jean Marie is currently registered with Key Investment Services LLC, where Jean Marie has been employed since August 2013. Prior to that, Jean Marie was employed by J.P. Morgan Securities LLC and Chase Investment Services Corp.. Jean Marie holds Series 6, SIE and Series 63 licenses. Jean Marie specializes in Portfolio Management for Individuals and Selection of Other Advisers. Key Investment Services LLC is a Registered Investment Advisor with offices in Brooklyn, Ohio. Key Investment Services LLC manages approximately $4.2 billion in assets for approximately 26,400 clients. The firm offers a variety of advisory services including portfolio management for individuals, and selection of other advisors.

Firm Information

Jean Ottaviano 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.

Jean Ottaviano’s Registration & Firm History

NY

08/28/2013 - Present

KEY Investment Services LLC (WHITE PLAINS NY)

NY

10/01/2012 - 06/14/2013

J.P. MORGAN SECURITIES LLC (MOUNT VERNON NY)

NY

04/05/2001 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MOUNT VERNON NY)

Not sure if Jean Marie Ottaviano is right for you?

Licenses & Designations

BC

Issued 11/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jean Marie Ottaviano. Review regulatory record here.
Not sure if Jean Marie Ottaviano is right for you?