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Norman Harris

KEY Investment Services LLC

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About Norman Harris

Norman Harris is a financial professional with over 11 years of experience in the industry. Norman is currently registered with Key Investment Services LLC in Brooklyn, Ohio and Seattle, Washington and has been with the firm since January 2022. Previously, Norman was employed at J.P. MORGAN SECURITIES LLC and EDWARD JONES. Norman holds the Series 7 and Series 66 licenses, as well as the SIE exam. Norman specializes in portfolio management for individuals and selection of other advisors. Key Investment Services LLC provides financial services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

Firm Information

Norman Harris 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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Norman Harris’s Registration & Firm History

OH

02/15/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

03/04/2014 - 04/12/2021

J.P. MORGAN SECURITIES LLC (RENTON WA)

WA

05/07/2010 - 10/04/2013

EDWARD JONES (TUKWILA WA)

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Licenses & Designations

BOTH

Issued 07/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Norman Harris. Review regulatory record here.
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