Isaac W. Jameson
Professional summary
Isaac William Jameson is a registered financial professional currently at KEYBANC CAPITAL MARKETS INC. located in Cleveland, Ohio.
Isaac is registered as a RR (Registered Representative) and started their career in finance in 1999. Isaac has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 14, Series 28, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Isaac William Jameson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2015 - Present
KEYBANC CAPITAL MARKETS INC.
Office #1: 127 Public Square, Cleveland, OH 44114February 23, 2010 - April 13, 2015
PACIFIC CREST SECURITIES LLC
June 7, 2002 - February 23, 2010
PAULSON INVESTMENT COMPANY LLC
March 8, 2000 - February 23, 2010
PAULSON INVESTMENT COMPANY LLC
November 24, 1999 - February 1, 2000
IDS LIFE INSURANCE COMPANY
November 24, 1999 - February 1, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/13/2022)
(4/13/2015)
(4/13/2015)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 28
Date: 11/16/2005
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Nasdaq Stock Market
Current Firm
KEYBANC CAPITAL MARKETS INC.
CRD#: 566 / SEC#: , 8-30177
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEYCORP | SOLE SHAREHOLDER | |
| GILBERT, STACY LEE | DIRECTOR | 5316644 |
| HAYDEN, WILLIAM PATRICK | CHIEF COMPLIANCE OFFICER | 4136632 |
| JANOFSKY, PAULA MARIE | CHIEF OPERATIONS OFFICER, DIRECTOR | 2882776 |
| KOVACHICK, MARK ALLAN | DIRECTOR, CFO | 5390571 |
| PAINE, ANDREW JACKSON III | MANAGING DIRECTOR, DIRECTOR, HEAD OF CORPORATE AND INVESTMENT BANKING | 2450522 |
| PREISER, DOUGLAS WILLIAM | CHIEF EXECUTIVE OFFICER, DIRECTOR | 1690776 |
| SKARDA, JOSEPH BRIEL | DIRECTOR | 4288186 |
Disclosures
| Regulatory Event | 40 |
| Arbitration | 15 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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