Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

James S

Series 66

Rensselaer, NY

Key Investment Services LLC

James Schaible Jr. is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 66 designation and has worked at several firms including TD Private Client Wealth LLC, RBC Capital Markets, and LPL Financial. His current role at Key Investment Services LLC began in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Stephen J

Series 66

Rensselaer, NY

Key Investment Services LLC

Stephen Jenkins is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sterling Manor Financial and Cadaret, Grant & Co., Inc. Jenkins serves as chair of a local Board of Assessment Review, president of a school district Board of Education, and treasurer of a political committee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by financial professionals’ recommendations and provides oversight of third-party advisory products.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")