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Jonathan P
Series 63, Series 65
Seattle, WA
Key Investment Services LLC
Jonathan Prinz is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, Heritage Bank, and Capital Investment Marketing. He serves as treasurer of the Woodbury Home Owners Association. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client involvement in model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight across its offerings.
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