JK
JK
Jozef Kuzmkowski
9 Years of Experience
Victor, NY
1 DisclosureBroker
Jozef Kuzmkowski is a registered investment advisor at Key Investment Services LLC, based in Victor, NY, with 9 years of industry experience. Jozef 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
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Victor, NY
Get directionsHistory
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.
Financial
January 2017Final
Employment History
Current Registrations
Key Investment Services LLC
July 2025 - Present · 10 mos
Key Investment Services LLC
October 2024 - Present · 1 yr 7 mos
Key Investment Services LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - November 2022 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - November 2022 · 5 yrs 5 mos
Nylife Securities LLCBroker
March 2017 - July 2017 · 4 mos
AXA Advisors, LLCBroker
December 2015 - February 2017 · 1 yr 2 mos
Maxim Group LLCBroker
January 2006 - March 2007 · 1 yr 2 mos
State Registrations1 state
NY
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.