Jena
Viock

Key Investment Services LLC

CRD#4651967
Investment Advisor
in Huron, OH

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About this Advisor

Jena Viock is a financial advisor who works in Huron, Ohio with a total of 8 years of relevant experience. Viock is an advisor for Key Investment Services LLC. During their career, Viock has held roles at Key Investment Services LLC and Key Bank. Viock holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Key Investment Services LLC is a registered investment business operating out of Cleveland, OH. It has offices in 14 locations and a total of 1,062 financial advisors. It handles $3 billion in assets under management between its 23,518 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 93 charitable organizations. Of its 23,518 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. The company performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on the services. However, fee types charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

601 Cleveland Rd W
Huron, OH 44839

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

OH Average: 34
Total Number of Accounts

23,518

OH Average: 1,972
Average Account Size

$136,785

OH Average: $1,068,125

Investment Advisory Services

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

Jena Viock Work History

Jena has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Key Investment Services LLC

1998 - Present (26 years)

Key Bank

2006 - 2015 (9 years)

Key Investment Services LLC

*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 Jena Viock 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

Brian Lafata
Cleveland, OH
Richard Levy
Lebanon, IN
Ankit Patel
Cleveland, OH
David D'Arienzo
Kent, OH
Scott Weber
Cleveland, OH
Adam Birch
Cleveland, OH
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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