Jonathan Marc Theberge

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

Authority	Category	Status	Date
ME	RA	APPROVED	2024-01-03

ME RA
APPROVED

Since 2024-01-03

Branch Locations

Brunswick, ME • 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

Organization	City	State	From	To
Keybank Na	Portland	ME	03/2013	Present
Key Investment Services Llc	Brooklyn	OH	04/2023	Present

03/2013 → Present

Keybank Na

Portland, ME
04/2023 → Present

Key Investment Services Llc

Brooklyn, OH

Other Businesses

1.) 40 Union Street, LLC - Start 1/2019. Owner/President, real estate holding company; address: 135 Maine Street, Suite A-136, Brunswick ME 04011; 6 hours a month; 0 hours during trading hours, estimated income $48,000; 6 hours per month; 0 securities trading hours; DESCRIPTION: Owner of LLC that holds 3-unit property located at 40 Union Street; 2.) Marc Theberge Builder & Sons LLC - 25 Cumberland Street, Brunswick ME - Start 11/2017. Owner/President, general construction and remodeling company to maintain rental properties. 8 hours a month; 0 hours during trading hours, estimated income <$10,000; 3.) 4 1/2 DUNNING STREET; POSITION: Owner NATURE: Real estate property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 25 Cumberland Street, Brunswick ME 04011, United States; DESCRIPTION: Owner of property; 4.) 31 SPRING STREET; POSITION: Owner NATURE: Real estate property INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: 25 Cumberland Street, Brunswick ME 04011, United States; DESCRIPTION: Real estate property; 5.) INVESTMENT PROPERTY; NATURE: Investment Property; INVESTMENT RELATED: No; NUMBER OF HOURS: 4; SECURITIES TRADING HOURS: 0; START DATE: 09/30/2025; ADDRESS: 25 Cumberland Street, Brunswick ME 04011, United States; DESCRIPTION: Own and manage 3-unit apartment building. 6.) DUNION, LLC: POSITION: null NATURE: Investment Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: 25 Cumberland Streeet, Brunswick ME 04011, United States. DESCRIPTION: Own and manage 3-unit apartment building.