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Thomas William Jackson

KEY Investment Services LLC

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About Thomas William Jackson

Thomas William Jackson is a financial advisor registered in Colorado and California. Thomas holds Series 63, Series 6TO and SIE licenses. Thomas works at Key Investment Services LLC, and has been in the industry since March 30th, 2023. Key Investment Services LLC is an SEC registered investment advisor with a total of $4.18 billion of assets under management. The firm provides financial planning and portfolio management services to individuals and offers financial advice to individuals. The firm also provides selection of other advisors services.

Firm Information

Thomas Jackson 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 Jackson’s Registration & Firm History

CO

03/31/2023 - Present

KEY Investment Services LLC (Highlands Ranch CO)

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Licenses & Designations

BC

Issued 05/30/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas William Jackson. Review regulatory record here.
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