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Jody Elizabeth Minton

KEY Investment Services LLC

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About Jody Elizabeth Minton

Jody Elizabeth Minton is a financial advisor with Key Investment Services LLC, located in Auburn, WA. Jody is a registered representative with the state of Washington, and holds the Series 63, Series 6TO and SIE licenses. Jody has been in the financial industry since October 2019 and has previously worked for J.P. Morgan Securities LLC. Jody specializes in providing portfolio management for individuals and the selection of other advisors.

Firm Information

Jody Minton 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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Jody Minton’s Registration & Firm History

WA

09/04/2024 - Present

KEY Investment Services LLC (Auburn WA)

WA

10/11/2019 - 08/17/2024

J.P. MORGAN SECURITIES LLC (ENUMCLAW WA)

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Licenses & Designations

BC

Issued 10/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2019

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

BC

Issued 09/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jody Elizabeth Minton.
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