Jason
Danheiser

Key Investment Services LLC

CRD#6180666
Investment Advisor
in Tonawanda, NY

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About this Advisor

Jason Danheiser is a financial advisor working out of Tonawanda, New York, who has 2 years of industry experience. Danheiser currently works for Key Investment Services LLC. During their career, Danheiser has held roles at M&T Securities, Citizens Bank, Axa Advisors, LLC, M&T Bank, Key Investment Services, LLC and Key Bank. Danheiser maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to advise clients in New York. Key Investment Services LLC is a firm operating out of Cleveland, OH. It has offices in 14 locations and a total of 1,062 advisors. It has $3 billion in assets among its 23,518 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 93 charitable organizations. Of its 23,518 client accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. The company offers a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1930 Niagara Falls Blvd
Tonawanda, NY 14150

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

NY Average: $2,106,341,625
Total Number of Employees

1,062

NY Average: 34
Total Number of Accounts

23,518

NY Average: 1,972
Average Account Size

$136,785

NY Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jason Danheiser Work History

Jason has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Key Investment Services, LLC

2019 - Present (5 years)

Key Bank

2017 - 2017 (< 1 year)

Axa Advisors, LLC

2017 - 2018 (1 year)

M&T Bank

2017 - 2018 (1 year)

M&T Securities

2014 - 2017 (3 years)

Citizens Bank

2013 - 2014 (1 year)

M&T Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Danheiser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Key Investment Services LLC

Richard Levy
Lebanon, IN
Syed Razvi
Cleveland, OH
Jason Danheiser
Tonawanda, NY
Brian Lafata
Cleveland, OH
Daniel Frey
Centerbrook, CT
Michael Moran
Martinsville, IN
Evelyn Birbilas
Denver, CO
Richard Fisher
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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