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John Martin Bopp

KEY Investment Services LLC

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About John Martin Bopp

John Martin Bopp is a financial advisor with Key Investment Services LLC. John has been in the industry since 2001 and has a strong background in helping individuals and institutions achieve their financial goals. John is registered with the state of New York. John has worked with a number of firms throughout his career, including WELLS FARGO CLEARING SERVICES, LLC, SCOTTRADE, INC., TD WATERHOUSE INVESTOR SERVICES, INC. and JOSEPH GUNNAR & CO. LLC. John is committed to providing his clients with personalized advice and guidance to help them reach their financial objectives.

Firm Information

John Bopp 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 Bopp’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Copake NY)

CT

08/31/2018 - 01/17/2019

WELLS FARGO CLEARING SERVICES, LLC (DANBURY CT)

CT

04/20/2006 - 03/08/2018

SCOTTRADE, INC. (BROOKFIELD CT)

NE

01/23/2001 - 03/29/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NJ

11/24/1998 - 06/16/1999

J. B. HANAUER & CO. (PARSIPPANY NJ)

NY

05/06/1998 - 08/12/1998

JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)

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Licenses & Designations

BOTH

Issued 07/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Martin Bopp.
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