Invested Better
Unclaimed

Unclaimed

Unclaimed

Tigress L Jones

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tigress? Claim Your Profile

About Tigress L Jones

Tigress Jones is a registered investment advisor representative with Key Investment Services LLC. Tigress has been in the securities industry since 2005. Tigress has been registered with FINRA since 2005 and is currently registered in 17 states. Key Investment Services LLC is a registered investment advisor with the SEC. Key Investment Services LLC manages approximately $4.19 billion in assets. They offer a range of services, including portfolio management for individuals and the selection of other advisors.

Firm Information

Tigress Jones 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tigress Jones’s Registration & Firm History

OH

08/31/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

11/06/2015 - 08/31/2022

J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)

OH

10/01/2012 - 06/05/2014

J.P. MORGAN SECURITIES LLC (DUBLIN OH)

OH

07/31/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (DUBLIN OH)

OH

09/08/2006 - 04/22/2009

THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)

OH

07/01/2005 - 05/31/2006

INVEST FINANCIAL CORPORATION (TWINSBURG OH)

OH

10/20/2003 - 07/01/2005

FIRSTMERIT SECURITIES, INC. (AKRON OH)

MN

04/28/2003 - 06/23/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/28/2003 - 06/23/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

02/10/2003 - 04/04/2003

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

Not sure if Tigress L Jones is right for you?

Licenses & Designations

BOTH

Issued 07/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/09/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tigress L Jones.
Not sure if Tigress L Jones is right for you?