Stephen Jenkins
Stephen Jenkins is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
Stephen is the chair of the Board of Assessment Review, president of the Rhinebeck Central School District Board of Education, and treasurer for the Rhinebeck Democratic Committee. These activities involve reviewing tax assessments, governing district education, and managing political donations, respectively, and require minimal time commitment.
Employment History
Current Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
Sterling Manor Financial, LLC
Sterling Manor Financial, LLC
Cadaret Grant & CO INC
Sterling Manor Financial, LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Equity Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.