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John B
Series 63, Series 66
Copake, NY
Key Investment Services LLC
John Bopp Jr. is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2019, with prior experience at Wells Fargo Clearing Services and Scottrade. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform services from Envestnet with portfolio management from the Key Wealth Chief Investment Office and third-party managers.
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