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Jonathan Barrett Prinz

KEY Investment Services LLC

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About Jonathan Barrett Prinz

Jonathan Prinz is a financial advisor with over 20 years of experience in the industry. Jonathan is registered with Key Investment Services LLC in Seattle, WA. Jonathan has previously worked with The Leaders Group, Inc., Cetera Investment Services LLC, and Lincoln Financial Distributors, Inc. Jonathan is also a Registered Investment Advisor (IA) in the state of Washington. Jonathan's firm specializes in providing financial advice to individuals and institutions, with a focus on investments in equities, mutual funds, variable annuities, and fixed annuities.

Firm Information

Jonathan Prinz 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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Jonathan Prinz’s Registration & Firm History

WA

09/19/2019 - Present

KEY Investment Services LLC (Seattle WA)

CO

09/06/2018 - 09/20/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

WA

04/28/2017 - 08/17/2018

CETERA INVESTMENT SERVICES LLC (MUKILTEO WA)

CO

03/16/2011 - 05/02/2017

THE LEADERS GROUP, INC. (LITTLETON CO)

PA

03/11/2008 - 05/11/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

WA

01/10/2007 - 02/14/2008

U.S. BANCORP INVESTMENTS, INC. (BELLEVUE WA)

IL

05/03/2005 - 01/03/2007

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

MA

08/08/2001 - 05/24/2005

SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

03/20/1997 - 11/18/1999

WM FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 06/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Barrett Prinz.
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