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Jodi L Fellows

Key Investment Services LLC

Jamestown, NY

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
NY RA APPROVED 2022-08-16
  • NY RA
    APPROVED
    Since 2022-08-16

Branch Locations

417 Spring Street, Jamestown, NY 14701 • 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
Lpl Financial Llc Charlotte NC 05/2012 09/2016
First Niagara Bank Jamestown NY 05/2012 09/2016
Key Investment Services Llc Buffalo NY 09/2016 12/2016
Keybank Jamestown NY 09/2016 08/2022
Key Investment Services Llc Buffalo NY 12/2016 08/2022
Key Investment Services Jamestown NY 08/2022 Present
  • 05/2012 → 09/2016
    Lpl Financial Llc
    Charlotte, NC
  • 05/2012 → 09/2016
    First Niagara Bank
    Jamestown, NY
  • 09/2016 → 12/2016
    Key Investment Services Llc
    Buffalo, NY
  • 09/2016 → 08/2022
    Keybank
    Jamestown, NY
  • 12/2016 → 08/2022
    Key Investment Services Llc
    Buffalo, NY
  • 08/2022 → Present
    Key Investment Services
    Jamestown, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-28
S63 Uniform Securities Agent State Law Examination 2009-09-17
  • S66 Uniform Combined State Law Examination
    2022-04-28
  • S63 Uniform Securities Agent State Law Examination
    2009-09-17
Other Names
  • Jodi Miller
  • Jodi Lynn Fellows
  • Jodi L. Fellows

View on SEC IAPD

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Alexander Thomas Grace
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Other Offices

UBS FINANCIAL SERVICES INC. · JAMESTOWN, NY
OSAIC WEALTH, INC. · Jamestown, NY
CHELSEA ADVISORY SERVICES, INC · Jamestown, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · JAMESTOWN, NY
NEWEDGE ADVISORS · JAMESTOWN, NY
PARK AVENUE SECURITIES LLC · JAMESTOWN, NY
NWF ADVISORY SERVICES INC · Jamestown, NY
EDWARD JONES · JAMESTOWN, NY

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