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Jeffrey Wynne

KEY Investment Services LLC

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About Jeffrey Wynne

Jeffrey Wynne is a registered representative with Key Investment Services LLC. Jeffrey Wynne is licensed to provide investment advice in the state of Connecticut and is also a registered representative with FINRA. Jeffrey Wynne has Series 63, 6TO, and SIE licenses. Jeffrey Wynne has been working in the financial industry since July 25, 2024. Jeffrey Wynne's professional experience includes specializing in portfolio management for individuals. Key Investment Services LLC is a full-service investment firm with assets under management of over $4 billion. Key Investment Services LLC is a leading provider of financial services, including investment management, financial planning, and retirement planning.

Firm Information

Jeffrey Wynne 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 Wynne’s Registration & Firm History

OH

07/26/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BC

Issued 08/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Wynne.
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