Cole Jonathan Mattson
Investment Adviser Representative at KEY Investment Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cole Jonathan Mattson is an investment adviser representative with KEY Investment Services LLC in Renton, WA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
1 state or territory
Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCMar 2024 – Dec 2024New York, NY
- Panowicz JewelersOct 2022 – Mar 2023Olympia, WA
- Saint Martin's UniversitySep 2019 – Oct 2022Lacey, WA
- Indian Summer Golf and Country ClubMay 2022 – Jun 2022Olympia, WA
- SafewayMay 2020 – Aug 2020Yakima, WA
- SafewayMay 2019 – Jul 2019Yakima, WA
- Burger KingJun 2018 – Aug 2018Yakima, WA
- AutoSpa Car WashJun 2017 – Aug 2017Yakima, WA
- Saint Martin's UniversityAug 2018 – May 2022Lacey, WA
- UnemployedMar 2014 – May 2018Yakima, WA
- UnemployedApr 2023 – Feb 2024Lacey, WA
- KeyBank NAFeb 2025 – no end date reportedRenton, WA
- Key Investment Services, LLCFeb 2025 – no end date reportedBrooklyn, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEY Investment Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 638
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Brooklyn, OH
- SEC file number:
- 801-65060
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at KEY Investment Services LLC
Showing 12 of 638 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cole Jonathan Mattson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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