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Jason Eric Carlson

Key Investment Services LLC

Fife, WA

Graham, WA

Brooklyn, OH

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Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-04-10
  • WA RA
    APPROVED
    Since 2017-04-10

Branch Locations

5306 Pacific Highway East, Fife, WA 98424 • United States

22115 Meridian St. East, Graham, WA 98338 • 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 Fife WA 08/2008 03/2017
Key Investment Services Llc Fife WA 03/2015 03/2017
Key Investment Services Graham WA 03/2017 Present
  • 08/2008 → 03/2017
    Key Bank
    Fife, WA
  • 03/2015 → 03/2017
    Key Investment Services Llc
    Fife, WA
  • 03/2017 → Present
    Key Investment Services
    Graham, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-07
S66 Uniform Combined State Law Examination 2008-06-09
  • S65 Uniform Investment Adviser Law Examination
    2017-04-07
  • S66 Uniform Combined State Law Examination
    2008-06-09
Other Names
  • Jason Carlson

View on SEC IAPD

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