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Luke Rossi Jeffery

Key Investment Services LLC

Brooklyn, OH

Avon, OH

CRD 7930739

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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 2025-09-24
  • OH RA
    APPROVED
    Since 2025-09-24

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

36019 Detroit Rd, Avon, OH 44011 • 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 Investment Services Llc Cleveland OH 06/2025 11/2025
Key Investment Services Llc Cleveland OH 05/2024 08/2024
Lakeland Community College Willoughby Hills OH 08/2020 05/2022
John Carroll University University Heights OH 08/2022 12/2024
Mentor High School Mentor OH 08/2016 05/2020
Bj's Brew House Mentor OH 01/2025 04/2025
Key Investment Services, Llc Brooklyn OH 11/2025 Present
  • 06/2025 → 11/2025
    Key Investment Services Llc
    Cleveland, OH
  • 05/2024 → 08/2024
    Key Investment Services Llc
    Cleveland, OH
  • 08/2020 → 05/2022
    Lakeland Community College
    Willoughby Hills, OH
  • 08/2022 → 12/2024
    John Carroll University
    University Heights, OH
  • 08/2016 → 05/2020
    Mentor High School
    Mentor, OH
  • 01/2025 → 04/2025
    Bj's Brew House
    Mentor, OH
  • 11/2025 → Present
    Key Investment Services, Llc
    Brooklyn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-23
  • S66 Uniform Combined State Law Examination
    2025-09-23
Other Names
  • Luke Jeffrey
  • Luke Jeffery

View on SEC IAPD

Nearby Firms

VICTORY CAPITAL MANAGEMENT INC.
LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.

Nearby Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller

Nearby Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH

More in Brooklyn, OH

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