Ashley Gisel Drogon
Investment adviser representative at Key Investment Services LLC
10 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
10 years in the industry.
- Key Investment Services LLCJan 2026 to now
- Keybank AssociationJan 2026 to now
- Wells Fargo Bank, NAMar 2023 to Dec 2025
- Wells Fargo Clearing Services, LLCMar 2023 to Dec 2025
- J.P. Morgan Securities LLCNov 2020 to Feb 2023
- JPMorgan Chase Bank, N.A.Nov 2020 to Jun 2022
- Wells Fargo Clearing Services, LLCNov 2018 to Nov 2020
- Wells Fargo Bank, N.A.Oct 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
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
- 7048318
- Firm CRD
- 136300