Stephen William Jewell
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.
Stephen William Jewell is an investment adviser representative with KEY Investment Services LLC in Mentor, OH, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Equitable Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
1 state or territory
Ohio
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.
- Cleveland Jet CenterSep 2017 – Dec 2019Cleveland, OH
- ATC Industrial SupplyApr 2019 – Oct 2019Geneva, OH
- Federal Aviation AdministrationJun 2018 – Oct 2018Oklahoma City, OK
- Perry Power PlantFeb 2019 – Apr 2019Perry, OH
- The Home DepotAug 2016 – Sep 2017Steetsboro, OH
- YardmasterMay 2017 – Aug 2017Painesville, OH
- Kent State UniversityAug 2014 – May 2018Kent, OH
- Northwestern Mutual Investment Services LLCMar 2021 – Dec 2021Cleveland, OH
- DOOR DASHJun 2021 – Mar 2024Geneva, OH
- Equitable Advisors, LLCDec 2021 – Feb 2024New York, NY
- FlexjetDec 2019 – Feb 2021Cleveland, OH
- Key Investment Services, LLCApr 2024 – no end date reportedBrooklyn, OH
- KeyBankApr 2024 – no end date reportedMentor, 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
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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. Stephen William Jewell 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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