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Jena Ann Viock

Key Investment Services LLC

Wakeman, OH

Brooklyn, OH

CRD 4651967

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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-03-20
  • OH RA
    APPROVED
    Since 2015-03-20

Branch Locations

11 Main St., Wakeman, OH 44889 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Sandusky OH 02/1998 Present
Key Investment Services Llc Sandusky OH 03/2015 Present
Previous Registrations
  • 2003-09-02 → 2006-01-18
    Keybanc Capital Markets Inc.
    Sandusky, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-30
  • S66 Uniform Combined State Law Examination
    2003-06-30

View on SEC IAPD

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