James Brenneman
Investment adviser representative at Key Investment Services LLC
13 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you James Brenneman? 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
13 years in the industry.
- Key Investment Services, LLCSep 2026 to now
- Equitable Advisors, LLCMar 2026 to Jul 2026
- UnemployedJul 2023 to Mar 2026
- Ohio Wesleyan UniversityAug 2018 to Jun 2023
- One Eyed GraphicsMay 2017 to Jul 2017
- Nordonia High SchoolAug 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8215823
- Firm CRD
- 136300