RJ
RJ

Robert Jankowski

28 Years of Experience
Brooklyn, OH
1 DisclosureBroker

Robert Jankowski is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
635 advisors
Number of Clients
34,920 clients
Average Client Portfolio
$254K average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1M+1.00%

The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4900 Tiedeman Road, Brooklyn, OH, 44144

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2004
Settled
Employment History
Current Registrations
Key Investment Services LLC
January 2020 - Present · 6 yrs 9 mos
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
Key Investment Services LLC
January 2006 - December 2006 · 11 mos
Mcdonald Investments INC.Broker
February 2002 - December 2005 · 3 yrs 10 mos
Prudential Securities IncorporatedBroker
August 1998 - February 2002 · 3 yrs 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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