Jackson Winget
Investment adviser representative at Key Investment Services LLC
12 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you Jackson Winget? Claim your profile
Contact this firm
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.
- Key Investment Services LLCApr 2026 to now
- Key Investment ServivesApr 2026 to now
- UnemployedJan 2026 to Mar 2026
- Fidelity InvestmentsApr 2024 to Jan 2026
- Mountain America CuDec 2019 to Apr 2024
- LPL Financial LLCJun 2017 to Dec 2019
- University of UtahAug 2014 to Aug 2018
- Mountain America Credit UnionJun 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6816113
- Firm CRD
- 136300