JL
JL
John Landers
17 Years of Experience
Brooklyn, OH
2 DisclosuresBroker
John Landers is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 17 years of industry experience. John 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
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Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2023Settled
Customer Dispute
July 2017Denied
Employment History
Current Registrations
Key Investment Services LLC
October 2022 - Present · 3 yrs 11 mos
Key Investment Services LLCBroker
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Prudential Financial Planning Services
October 2021 - November 2022 · 1 yr 1 mo
Pruco Securities, LLC.Broker
October 2021 - November 2022 · 1 yr 1 mo
Cetera Investment Advisers LLC
January 2014 - October 2021 · 7 yrs 9 mos
Cetera Investment Services LLC
January 2014 - January 2014 · 0 mos
Cetera Investment Services LLCBroker
December 2013 - October 2021 · 7 yrs 10 mos
PNC Investments
June 2011 - December 2013 · 2 yrs 6 mos
PNC InvestmentsBroker
June 2011 - December 2013 · 2 yrs 6 mos
Charles Schwab & CO., INC.
January 2009 - May 2011 · 2 yrs 4 mos
Charles Schwab & CO., INC.Broker
September 2008 - May 2011 · 2 yrs 8 mos
State Registrations12 states
COFLHIINKYMINMNYOHSCTNWI
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.