Jeffrey Bryce (CRD# 6078877) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Syracuse, NY | Jul 2018 - Current | 5 |
| Citizens Bank | Fayetteville, NY | Apr 2017 - Jul 2018 | 1 |
| Citizens Securities, Inc. | Pittsburgh, PA | Jul 2015 - Apr 2017 | 1 |
| Citizens Bank | Pittsburgh, PA | Jul 2015 - Apr 2017 | 1 |
| J.p. Morgan Securities LLC | Syracuse, NY | Oct 2012 - Jul 2015 | 2 |
| Jp Morgan Chase Bank | Syracuse, NY | Nov 2011 - Jul 2015 | 3 |
| Tuxedo Junction | Dewitt, NY | Apr 2015 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- NY
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Total Assets Under Management4,188MILLIONS
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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)
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