Jonathan Barrett Prinz
Investment adviser representative at Key Investment Services LLC
15 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Key Investment Services LLCSep 2019 to now
- Capital Investments Management, Inc.Sep 2018 to Sep 2019
- The Leaders Group, Inc.Sep 2018 to Sep 2019
- Cetera Investment Advisers, LLCApr 2017 to Aug 2018
- Cetera Investment Services, LLCApr 2017 to Aug 2018
- Heritage BankApr 2017 to Aug 2018
- Capital Investment MarketingMar 2011 to Apr 2017
- The Leaders Group, Inc.Mar 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (WA).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2813719
- Firm CRD
- 136300