Joseph Close (CRD# 7259804) is an Investment Advisor Representative working at Key Investment Services LLC in Ashtabula, OH and has over 3 years of experience in the finance industry.
CRD# 6504037
Edward Jones
CRD# 1538465
Lpl Financial LLC
CRD# 1696047
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | Apr 2022 - Current | 2 |
| Keybank | Ashtabula, OH | Apr 2022 - Current | 2 |
| Keybank | Ashtabula, OH | Dec 2021 - Apr 2022 | < 1 |
| Key Investment Services | Brooklyn, OH | Dec 2021 - Apr 2022 | < 1 |
| Key Investment Services | Cleveland, OH | Jul 2020 - Dec 2021 | 1 |
| Keybank | Ashtabula, OH | Jul 2020 - Dec 2021 | 1 |
| California University Of Pennsylvania | California, PA | Aug 2015 - May 2020 | 4 |
| Northwest Bank | Warren, PA | May 2018 - Feb 2019 | < 1 |
| Whirley Drinkworks | Warren, PA | May 2017 - Aug 2017 | < 1 |
| Northwest Bank | Warren, PA | May 2016 - Aug 2016 | < 1 |
| Conewango Valley Country Club | Warren, PA | May 2013 - May 2015 | 2 |
| Warren Area High School | Warren, PA | Jul 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- OH
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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