John
Gaspa

Key Investment Services LLC

CRD#6264852
Investment Advisor
in Cleveland, OH

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About this Advisor

John Gaspa is a financial advisor based in Cleveland, Ohio, working with Key Investment Services LLC. John has previously held positions at Macquarie Capital (Usa) Inc, Guggenheim Partners, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Key Investment Services LLC. John has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, John is part of Key Investment Services LLC, which operates out of Cleveland, Ohio. The firm has 14 offices and 1,098 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4900 Tiedeman Road
Cleveland, OH 44144

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$4,187,935,886

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

1,098

OH Average: 34
Total Number of Accounts

26,437

OH Average: 1,972
Average Account Size

$158,412

OH Average: $1,068,125

Investment Advisory Services

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

John Gaspa Work History

2023 - Present (1 year)

Key Investment Services LLC

2019 - 2023 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2023 (4 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Edward Jones

2016 - 2017 (1 year)

Guggenheim Partners

2013 - 2016 (3 years)

Macquarie Capital (Usa) Inc

Disclosures

Please visit the SEC profile of John Gaspa 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

Greg Smith
Cleveland, OH
Daniel Frey
Cleveland, OH
Kristy O'Driscoll
Cleveland, OH
Chris Dunkel
Pickerington, OH
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Donald Armstrong
Buffalo, NY
Kyle Forman
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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