Shelly Ann Thomas
Investment adviser representative at Key Investment Services LLC
6 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
6 years in the industry.
- Key Investment Services, LLCOct 2019 to now
- KeybankOct 2019 to Sep 2022
- JP Morgan Chase BankSep 2016 to Oct 2019
- JP Morgan Securities, LLCSep 2016 to Oct 2019
- Mark and Shelly Thomas Photography, LLCMay 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4333356
- Firm CRD
- 136300