Jackson H. Pierce
Investment adviser representative at Key Investment Services LLC
14 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
14 years in the industry.
- Key Investment Services, LLCApr 2025 to now
- Keybank NAMar 2025 to now
- UnemployedMay 2024 to Mar 2025
- Equitable Advisors, LLCSep 2023 to May 2024
- UnemployedFeb 2023 to Sep 2023
- Gifford Family DentistryFeb 2021 to Feb 2023
- UnemployedOct 2020 to Feb 2021
- Express Employment / TrionAug 2020 to Oct 2020
- ModaMay 2019 to Aug 2020
- Milestone Property ManagerJan 2019 to May 2020
- FrysNov 2018 to Jan 2019
- TargetOct 2018 to Nov 2018
- UnemployedMay 2017 to Oct 2018
- Warmsprings ProductionsAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7809016
- Firm CRD
- 136300