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Stephen Arthur Jenkins

KEY Investment Services LLC

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About Stephen Arthur Jenkins

Stephen Arthur Jenkins is a financial advisor with Key Investment Services LLC, with over 20 years of experience in the financial services industry. Stephen specializes in providing investment advice to individuals, charitable organizations, corporations, and businesses. Stephen has worked for several firms in the past, including CADARET, GRANT & CO., INC. and EQUITY SERVICES, INC. Stephen is licensed in the state of New York. Stephen is committed to helping clients achieve their financial goals.

Firm Information

Stephen Jenkins 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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Stephen Jenkins’s Registration & Firm History

NY

06/28/2024 - Present

KEY Investment Services LLC (Rensselaer NY)

NY

11/02/2009 - 06/22/2023

CADARET, GRANT & CO., INC. (SARATOGA SPRINGS NY)

NY

04/24/2006 - 11/04/2009

EQUITY SERVICES, INC. (SARATOGA SPRINGS NY)

MN

03/25/2004 - 04/07/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

03/25/2004 - 04/07/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Arthur Jenkins. Review regulatory record here.
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