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Jeffrey Maurice Range

KEY Investment Services LLC

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About Jeffrey Maurice Range

Jeffrey Maurice Range is a registered investment advisor representative with Key Investment Services LLC. Jeffrey has been in the securities industry since March 1999. Jeffrey is also registered with the state of Washington as an investment advisor. Jeffrey's current and previous employers include WAMU Investments, Inc., CITICORP INVESTMENT SERVICES and EDWARD JONES. Jeffrey holds a Series 63, 65, 24, 7, and SIE licenses.

Firm Information

Jeffrey Range 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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Jeffrey Range’s Registration & Firm History

OH

01/13/2009 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

07/26/2005 - 01/20/2009

WAMU INVESTMENTS, INC. (SEATTLE WA)

NY

07/16/2002 - 07/15/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MO

01/12/1999 - 05/07/2002

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 01/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Maurice Range.
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