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Juan Alejandro Ramos

KEY Investment Services LLC

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About Juan Alejandro Ramos

Juan Alejandro Ramos is a financial advisor who has been in the industry since 2014. Juan is currently registered with Key Investment Services LLC, and has previously held positions with firms like BNY Mellon Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc., and Citigroup Global Markets Inc. Juan specializes in providing portfolio management services for both individuals and pooled investment vehicles. Juan also offers selection of other advisors services.

Firm Information

Juan Ramos 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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Juan Ramos’s Registration & Firm History

OH

04/04/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

CT

08/21/2019 - 06/14/2022

BNY MELLON SECURITIES CORPORATION (GREENWICH CT)

CT

01/23/2015 - 08/07/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)

NY

08/30/2012 - 01/09/2015

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

12/15/2006 - 03/06/2008

UST SECURITIES CORP. (NEW YORK NY)

NY

05/02/2005 - 04/10/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Alejandro Ramos.
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