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Jessica Renee Rorar

Key Investment Services LLC

Pepper Pike, OH

Brooklyn, OH

CRD 6275201

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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 2026-05-05
  • OH RA
    APPROVED
    Since 2026-05-05

Branch Locations

30100 Chagrin Blvd Ste 100, Pepper Pike, OH 44124 • 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
Valmark Securities, Inc. Akron OH 12/2013 08/2022
Key Bank Pepper Pike OH 08/2022 Present
Key Investment Services Llc Cleveland OH 05/2026 Present
  • 12/2013 → 08/2022
    Valmark Securities, Inc.
    Akron, OH
  • 08/2022 → Present
    Key Bank
    Pepper Pike, OH
  • 05/2026 → Present
    Key Investment Services Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-29
  • S66 Uniform Combined State Law Examination
    2016-08-29
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

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