linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Neville

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Neville

Jonathan Neville is a financial advisor based in Brooklyn, Ohio. Jonathan is currently registered with Key Investment Services LLC and has been working in the industry since 2021. Jonathan has a strong background in financial services and is committed to providing clients with personalized advice and guidance. Jonathan holds Series 63, 65, and 7TO licenses. They are also a registered investment advisor in Washington.

Firm Information

Jonathan Neville 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Neville’s Registration & Firm History

WA

06/27/2024 - Present

KEY Investment Services LLC (Oak Harbor WA)

WA

08/16/2021 - 07/19/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Ferndale WA)

Not sure if Jonathan Neville is right for you?

Licenses & Designations

IA

Issued 09/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Neville.
Not sure if Jonathan Neville is right for you?