Jackson Winget
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.
Jackson Winget is an investment adviser representative with KEY Investment Services LLC in Roy, UT, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
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:
- Utah
- Broker:
1 state or territory
Utah
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.
- Mountain America CUDec 2019 – Apr 2024Sandy, UT
- University OF UTAHAug 2014 – Aug 2018Salt Lake City, UT
- Fidelity InvestmentsApr 2024 – Jan 2026Salt Lake City, UT
- LPL Financial LLCJun 2017 – Dec 2019Midvale, UT
- Mountain America Credit UnionJun 2014 – Dec 2019Midvale, UT
- Fidelity InvestmentsMar 2025 – Jan 2026Boston, MA
- Key Investment ServivesApr 2026 – no end date reportedBrooklyn, OH
- UnemployedJan 2026 – Mar 2026Centerville, UT
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. Jackson Winget 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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