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John Edward McVay

KEY Investment Services LLC

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About John Edward McVay

John McVay is an investment advisor representative associated with KEY Investment Services LLC. John has been in the industry since 2009 and holds the Series 66, Series 7 and SIE exams. John's primary focus is on providing investment advice to individuals. John also provides selection of other advisors for their clients.

Firm Information

John McVay 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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John McVay’s Registration & Firm History

OR

03/01/2018 - Present

KEY Investment Services LLC (Eugene OR)

TX

10/01/2012 - 04/14/2016

J.P. MORGAN SECURITIES LLC (KINGWOOD TX)

TX

03/23/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (KINGWOOD TX)

TX

09/07/2009 - 12/17/2009

EDWARD JONES (KINGWOOD TX)

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Licenses & Designations

BOTH

Issued 10/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Edward McVay.
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