Jonathan Evans
Jonathan Evans is a registered investment advisor at Key Investment Services LLC, based in Tallmadge, OH, with 22 years of industry experience. Jonathan 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
76 Tallmadge Circle, Tallmadge, OH, 44278
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business Activities
Jonathan is a fill-in preacher at Kingsway Alliance Church, dedicating about 10% of his time. He also works as an assistant at Mouse Adventures LLC, a Disney Travel Agency, spending minimal time on this.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Natcity Investments, INC.Broker
State Registrations22 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.