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Jordan M Honan

KEY Investment Services LLC

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About Jordan M Honan

Jordan Honan is an investment advisor representative with KEY Investment Services LLC. Jordan has been in the industry since 2008 and is registered with FINRA and the state of New York. Jordan provides portfolio management services to individual and institutional clients, including charitable organizations, pension and profit sharing plans, and corporations. Jordan specializes in financial planning and portfolio management services. Jordan previously worked as a registered representative at HSBC Securities (USA) Inc. and AXA Advisors, LLC.

Firm Information

Jordan Honan 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 Honan’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Tonawanda NY)

NY

02/23/2010 - 07/11/2012

HSBC SECURITIES (USA) INC. (LOCKPORT NY)

NY

07/09/2008 - 02/17/2010

AXA ADVISORS, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

BOTH

Issued 08/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan M Honan.
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