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Jaimie Stachowiak

Investment adviser representative at Key Investment Services LLC
12 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

12 years in the industry.

  1. Key Investment Services, LLCFeb 2021 to now
  2. Fifth Third BankJan 2020 to Feb 2021
  3. Fifth Third SecuritiesJan 2020 to Feb 2021
  4. Huntington Investment CompanyMar 2016 to Jan 2020
  5. Huntington National BankJun 2014 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 66 · Uniform Combined State Law2020

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
6623242
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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