Key Investment Services
42yrs
Top advisor by experience in Brooklyn
9yrs
Jackson Winget
Financial advisor at Key Investment Services
Based in Brooklyn, Ohio, Jackson Winget is a fiduciary financial advisor with 9 years of industry experience. Jackson joined Key Investment Services in 2026, after a year at Strategic Advisers and a year at Fidelity Personal and Workplace Advisors. Key Investment Services offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 333 advisors with offices in Brooklyn, and one of 331 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office4900 Tiedeman Road, Brooklyn, OH 44144
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.
Career
- Apr 2026 – nowKey Investment Services LLCCurrent firm
- Mar 2025 – Jan 2026Strategic Advisers LLCPreviously
- Aug 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jackson
How do I contact Jackson?
Call Key Investment Services at (888) 547-2968 and ask for Jackson Winget. Jackson works from the Brooklyn, OH office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jackson hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Jackson 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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