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Jeffrey Scott Flamm

KEY Investment Services LLC

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About Jeffrey Scott Flamm

Jeffrey Scott Flamm is a financial professional with over 25 years of experience in the financial services industry. Jeffrey Flamm is currently registered with Key Investment Services LLC and has held previous registrations with U.S. Bancorp Investments, Inc., KEY INVESTMENT SERVICES LLC, Fifth Third Securities, Inc., and Fidelity Brokerage Services LLC. Jeffrey Flamm specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Jeffrey Flamm also provides investment management services to pension and profit sharing plans, individuals, and pooled investment vehicles.

Firm Information

Jeffrey Flamm 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 Flamm’s Registration & Firm History

OH

11/01/2012 - Present

KEY Investment Services LLC (WEST CHESTER OH)

OH

10/26/2010 - 10/30/2012

U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)

OH

08/06/2008 - 10/18/2010

KEY INVESTMENT SERVICES LLC (WEST CHESTER OH)

OH

03/14/2005 - 08/15/2008

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

RI

11/19/1999 - 02/07/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

12/04/1992 - 11/05/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 03/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1995

Series 7 - General Securities Representative Examination

BC

Issued 12/01/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Flamm.
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