Seattle, WA 1301 5th Avenue Office

Team
Updated today

Client AUM

$8,774,488,385

Clients

34,509

Advisors

2

Of 642 advisors across 355 offices

Location

1301 5th Avenue

Seattle WA 98101

Advisors at this office

2

Advisors at this office

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Frederick J

Series 66

Seattle, WA

Key Investment Services LLC

Frederick Jackson is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he has been affiliated with Morehouse College and Southern New Hampshire University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, leveraging corporate affiliations within the KeyCorp group to provide integrated financial services.

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

Series 66, Series 63

Seattle, WA

Key Investment Services LLC

Nonna Davydova is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and 18 years of industry experience. Her work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Cetera Investment Services LLC. She is also involved with Consumer Direct Care Network. 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 investment decisions supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

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