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Jordan Jennifer Kelly

KEY Investment Services LLC

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About Jordan Jennifer Kelly

Jordan Kelly is a financial advisor with Key Investment Services LLC. Jordan has been in the financial industry since 2014. Jordan has a Series 7, Series 66, and SIE license. Key Investment Services LLC is a registered investment advisor with $1 billion - $10 billion in assets under management. Key Investment Services LLC provides portfolio management for individuals, selection of other advisors, and other financial services.

Firm Information

Jordan Kelly 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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Jordan Kelly’s Registration & Firm History

PA

09/03/2024 - Present

KEY Investment Services LLC (BUTLER PA)

PA

05/06/2019 - 01/23/2024

PNC INVESTMENTS (PITTSBURGH PA)

MA

11/14/2017 - 01/29/2018

COMMONWEALTH FINANCIAL NETWORK (NANTUCKET MA)

SC

03/07/2016 - 09/08/2016

WADDELL & REED (COLUMBIA SC)

ME

09/23/2011 - 07/23/2014

MAINE SECURITIES CORPORATION (PORTLAND ME)

PA

05/05/2009 - 08/25/2009

AMERIPRISE FINANCIAL SERVICES, INC. (PITTSBURGH PA)

PA

11/10/2005 - 04/16/2007

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 08/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Jennifer Kelly.
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