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Robert Richard Jankowski

KEY Investment Services LLC

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About Robert Richard Jankowski

Robert Jankowski is a financial advisor with Key Investment Services LLC. Robert has been in the industry since August 1998. Robert is registered with the Securities and Exchange Commission (SEC) and the state of Ohio. Robert has a Series 7, Series 63 and Series 65 license. Robert previously worked at McDonald Investments Inc. and Prudential Securities Incorporated. Robert provides financial planning and portfolio management services to individuals, investment companies, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Robert Jankowski 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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Robert Jankowski’s Registration & Firm History

OH

01/31/2020 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

02/01/2002 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

08/25/1998 - 02/08/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Richard Jankowski. Review regulatory record here.
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