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Jamon Higley

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.

  1. Key Investment Services, LLCJul 2024 to now
  2. UnemployedJun 2024 to Jun 2024
  3. Uber Technologies, Inc.Dec 2023 to May 2024
  4. Mr. LandscapeMay 2023 to Aug 2023
  5. Shawnee Hill Tree FarmJun 2022 to Aug 2022
  6. Doordash Inc.Dec 2021 to Dec 2023
  7. UnemployedSep 2021 to Dec 2021
  8. Union City Country ClubJul 2021 to Aug 2021
  9. Higby's CampgroundJun 2021 to Aug 2021
  10. Lincan Food MartJun 2021 to Aug 2021
  11. UnemployedSep 2020 to May 2021
  12. Lincan Food MartJun 2020 to Aug 2020
  13. UnemployedSep 2019 to May 2020
  14. Lincan Food MartJun 2019 to Aug 2019
  15. UnemployedSep 2018 to May 2019
  16. Lincan Food MartJun 2018 to Aug 2018
  17. UnemployedSep 2017 to May 2018
  18. Lincan Food MartJun 2017 to Aug 2017
  19. UnemployedJan 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7953469
Firm CRD
136300
Advisor's SEC record (opens in a new tab)
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