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James Russell Grise

Key Financial Advisors LLC

Owensboro, KY

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Current Employers
Key Financial Advisors Llc

Owensboro, KY • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-05
  • KY RA
    APPROVED
    Since 2026-01-05

Branch Locations

Owensboro, KY • 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 Financial Advisors Llc Owensboro KY 10/2013 Present
Other Businesses

JRG BUSINESS SERVICES LLC 2335 PLEASANT VALLEY ROAD OWENSBORO, KY 42303-9300 JAMES R. GRISE IS MANAGING MEMBER. BUSINESS IS NOT AN INVESTMENT BUSINESS, BUT RATHER LLC THAT OWNS, OPERATES AND MANAGES PERSONAL RENTAL PROPERTY. LLC BEGAN IN 06/2014 AND DEVOTE 5-10 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-28
  • S65 Uniform Investment Adviser Law Examination
    2017-06-28
Designations

View on SEC IAPD

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