Jeffrey S. Campbell

KEY INVESTMENT SERVICES LLC

Arlington, WA 98223

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CRD#: 1106599

Professional summary

Jeffrey Scott Campbell, who also goes by Jeff Campbell, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Arlington, Washington.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Jeffrey has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Campbell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RENTAL PROPERTY LOCATED AT 551 14TH AVENUE W, KIRKLAND, WASHINGTON; 1HR MONTHLY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Scott Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 7, 2011 - Present

KEY INVESTMENT SERVICES LLC

Office #1: 17311 Smokey Point Dr, Arlington, WA 98223

RIA

CRD#: 136300

Arlington, WA

Current

September 7, 2011 - Present

KEY INVESTMENT SERVICES LLC

Office #1: 17311 Smokey Point Dr, Arlington, WA 98223

RIA

CRD#: 136300

Arlington, WA

Past

October 23, 2009 - March 1, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

October 23, 2009 - March 1, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Past

December 1, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

SEATTLE, WA

Past

December 1, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

SEATTLE, WA

Past

January 13, 2006 - December 8, 2006

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

SEATTLE, WA

Past

January 13, 2006 - December 8, 2006

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

SEATTLE, WA

Past

January 3, 2006 - January 4, 2006

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

EVERETT, WA

Past

January 3, 2006 - January 4, 2006

KEY INVESTMENT SERVICES LLC

CRD#: 136300

EVERETT, WA

Past

December 3, 2004 - December 31, 2005

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

EVERETT, WA

Past

November 30, 2004 - December 31, 2005

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

EVERETT, WA

Past

January 2, 2004 - July 1, 2004

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

January 15, 2003 - December 31, 2003

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

January 9, 2003 - January 16, 2003

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

January 14, 1997 - December 31, 2002

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

May 13, 1992 - February 7, 1997

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

August 1, 1991 - May 12, 1992

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

June 14, 1989 - September 4, 1991

GAF FINANCIAL AND INSURANCE SERVICES

CRD#: 14123

Past

June 2, 1989 - August 1, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

CRD#: 11028

Past

April 16, 1984 - May 5, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

April 19, 1983 - April 6, 1984

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEY INVESTMENT SERVICES LLC

CRD#: 136300 / SEC#: 801-65060, 8-66999

RIA

Registered Investment Advisory firm - SEC (1/3/2006 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(9/15/2016)

Arizona
(4/8/2020)

Arkansas
(7/3/2013)

Florida
(7/17/2018)

Idaho
(8/17/2017)

Nevada
(7/1/2022)

New York
(3/28/2016)

Ohio
(8/21/2012)

Oregon
(1/11/2013)

Washington
(9/7/2011)

IAR

Washington
(9/7/2011)

Wisconsin
(8/20/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/12/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/11/1992

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 7/2/1991

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

KEY INVESTMENT SERVICES LLC

CRD#: 136300 / SEC#: 801-65060, 8-66999

RIA

Registered Investment Advisory firm - SEC (1/3/2006 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144

Mailing Address

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144

Phone number

(888) 547-2968

Established

Ohio since 06/08/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

1,131

SEC notice filing (44 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

KIS FORM ADV PART 2A APPENDIX 1 (4/21/2025)

Direct owners and executive officers

Name	Position	CRD#
KEYBANC CAPITAL MARKETS INC.	SOLE OWNER	566
CALABRESE, GIUSEPPE NMN	CO-CEO/PRESIDENT	5013231
DOUCE, MARK IVAN	CHIEF COMPLIANCE OFFICER	2959137
GULLA, MATTHEW TODD	CHIEF ADMINISTRATIVE OFFICER	3040637
HOTZ, BURTON BRUCE NICHOLAS	CHIEF RISK OFFICER	3025138
JANOFSKY, PAULA MARIE	OPERATIONS OFFICER	2882776
KOVACHICK, MARK ALLAN	CHIEF FINANCIAL OFFICER/DIRECTOR	5390571
SCHMIDT, SOLOMON LEE	CO-CEO/PRESIDENT	4404279
SKARDA, JOSEPH BRIEL	HEAD OF KEY WEALTH MANAGEMENT	4288186
THEBERGE, JONATHAN MARC	CHIEF OPERATIONS OFFICER	7722891
WEICK, PAUL ALFRED II	CHIEF LEGAL OFFICER	2286289

Regulatory assets under management

Total Number of Accounts	27,533
AUM (Assets Under Management)	$ 6,107,213,206

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffrey S. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Campbell's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Scott Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEY INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

VICTORY CAPITAL SERVICES, INC.

KEYBANC CAPITAL MARKETS INC.

FORESIDE DISTRIBUTION SERVICES, L.P.

FORESIDE DISTRIBUTION SERVICES, L.P.

KEY INVESTMENTS INC.

IFMG SECURITIES, INC.

GAF FINANCIAL AND INSURANCE SERVICES

PAMCO SECURITIES AND INSURANCE SERVICES

DREXEL BURNHAM LAMBERT INCORPORATED

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

KEY INVESTMENT SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/1995

Series 63

Date: 4/19/1983

SIE

Date: 10/1/2018

Series 7

Date: 4/16/1983

Series 24

Date: 3/11/1992

Series 26

Date: 7/2/1991

FINRA

Current Firm

KEY INVESTMENT SERVICES LLC

Contact information

SEC notice filing (44 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

KEY INVESTMENT SERVICES LLC

TRUST BUT VERIFY

Contact information

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