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Jose Ortiz

KEY Investment Services LLC

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About Jose Ortiz

Jose Ortiz is a financial professional registered with Key Investment Services LLC and is licensed to offer investment advice in Connecticut. Jose has passed the Series 63, Series 6TO and SIE exams. Prior to joining Key Investment Services LLC, Jose worked at J.P. Morgan Securities LLC in Hartford, Connecticut. Jose specializes in providing financial advice to individuals and selecting other advisors for clients.

Firm Information

Jose Ortiz 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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Jose Ortiz’s Registration & Firm History

CT

05/10/2024 - Present

KEY Investment Services LLC (Manchester CT)

CT

10/16/2023 - 05/18/2024

J.P. MORGAN SECURITIES LLC (Hartford CT)

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Licenses & Designations

BC

Issued 09/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Ortiz.
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