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James Phoenix Matthews

Key Investment Services LLC

Brooklyn, OH

Powell, 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
OH RA APPROVED 2025-08-04
  • OH RA
    APPROVED
    Since 2025-08-04

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

3944 Powell Rd, Powell, OH 43065 • 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
W&S Brokerage Services, Inc. Columbus OH 11/2024 07/2025
Western Southern Life Columbus OH 09/2024 07/2025
Empower Behavioral Health Powell OH 07/2023 09/2024
United Prepatory Academy Columbus OH 08/2022 07/2023
The Compass School Powell OH 09/2021 08/2022
Aldi Lewis Center OH 05/2019 09/2021
Bj's Brewhouse Columbus OH 06/2018 05/2019
Buffalo Wings And Rings Lewis Center OH 06/2016 06/2018
Key Investment Service, Llc Brooklyn OH 07/2025 Present
Keybank Powell OH 07/2025 Present
  • 11/2024 → 07/2025
    W&S Brokerage Services, Inc.
    Columbus, OH
  • 09/2024 → 07/2025
    Western Southern Life
    Columbus, OH
  • 07/2023 → 09/2024
    Empower Behavioral Health
    Powell, OH
  • 08/2022 → 07/2023
    United Prepatory Academy
    Columbus, OH
  • 09/2021 → 08/2022
    The Compass School
    Powell, OH
  • 05/2019 → 09/2021
    Aldi
    Lewis Center, OH
  • 06/2018 → 05/2019
    Bj's Brewhouse
    Columbus, OH
  • 06/2016 → 06/2018
    Buffalo Wings And Rings
    Lewis Center, OH
  • 07/2025 → Present
    Key Investment Service, Llc
    Brooklyn, OH
  • 07/2025 → Present
    Keybank
    Powell, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
S63 Uniform Securities Agent State Law Examination 2024-12-31
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09
  • S63 Uniform Securities Agent State Law Examination
    2024-12-31

View on SEC IAPD

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LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

More in Brooklyn, OH

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