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Thomas Jarecki

KEY Investment Services LLC

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About Thomas Jarecki

Thomas Jarecki is a registered representative of Key Investment Services LLC and has been in the industry since 2001. Jarecki is also a registered investment advisor and has provided financial advice to individuals, corporations, charitable organizations, pension and profit sharing plans. Thomas Jarecki's previous roles include time at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Banc One Securities Corporation. Jarecki has passed the Series 6, 7, 9, 10, 63, and 65 exams.

Firm Information

Thomas Jarecki 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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Thomas Jarecki’s Registration & Firm History

OH

05/31/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

IL

10/01/2012 - 03/21/2022

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

07/06/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

02/21/2001 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 10/26/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/21/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Jarecki.
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