Edward Jones
47yrs
Top advisor by experience in Lakewood
25yrs
Gregory Hammontree
Full name on record: Gregory John Hammontree
Financial advisor at Key Investment Services
Gregory Hammontree has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Lakewood, Washington. After a year at Keybanc Capital Markets and three years at Morgan Stanley DW, Gregory joined Key Investment Services in 2006, a firm offering investment management and selecting outside investment managers. Key Investment Services reports being paid through a percentage of assets.
One of 28 advisors with offices in Lakewood, and one of 27 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 14% by experience at Key Investment Services
Office10439 Gravelly Lake Dr. SW, Lakewood, WA 98499
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,267
Advisors at the firm640
States licensed ?1 state
Services through Key Investment Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowKey Investment Services LLCCurrent firm
- Aug 2004 – Dec 2005Keybanc Capital Markets Inc.Previously
- 2001 – 2004Morgan Stanley DW Inc.Previously
Contact Gregory
(888) 547-2968Firm headquarters in Brooklyn, OH. Ask for Gregory. 10439 Gravelly Lake Dr. SWLakewood, WA 98499Office · Get directions Firm websitewww.key.com/kpb/our-approach/kis.html
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Key Investment Services at (888) 547-2968 and ask for Gregory Hammontree. Gregory works from the Lakewood, WA office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2001, about 25 years. Top 14% by experience at Key Investment Services.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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