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Jordonna S

Series 63, Series 66

Latham, NY

Key Investment Services LLC

Jordonna Spina is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has worked with KeyBank NA since 2017 and was previously employed at Siena College and BJ's Wholesale Club. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm focuses on client-directed investment strategies with non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and performing due diligence and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Kevin K

Series 63, Series 66

Latham, NY

Key Investment Services LLC

Kevin Kraus is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2016, including prior experience at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and regular portfolio oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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