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Jacob Robert Vanhousen

Investment adviser representative at Key Investment Services LLC
24 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

24 years in the industry.

  1. Key Investment Services LLCNov 2025 to now
  2. Key Investments Services, LLCNov 2025 to now
  3. KeybankNov 2025 to now
  4. Principal Securities, Inc.Jul 2024 to Oct 2025
  5. University At BuffaloApr 2024 to Jul 2024
  6. Chipotle Mexican GrillFeb 2024 to Apr 2024
  7. University At BuffaloAug 2023 to Feb 2024
  8. A Great Choice Lawn and LandscapingMay 2023 to Aug 2023
  9. University At BuffaloAug 2022 to May 2023
  10. Binghamton Rumble PoniesMay 2021 to Aug 2022
  11. University At BuffaloAug 2020 to May 2021
  12. Pizza Nia'sMay 2020 to Aug 2020
  13. University At BuffaloJan 2020 to May 2020
  14. Banana RepublicOct 2019 to Jan 2020
  15. Nirchi's PizzaJun 2018 to Oct 2019
  16. UnemployedAug 2002 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7951699
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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