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Jodi L Fellows is a financial advisor professional located in Jamestown, NY. They specialize in financial advisory. With over 16 years of experience, they bring deep expertise to every client.
Jodi L Fellows - Key Investment Services Llc holds an active professional license (FINRA CRD) for your protection.
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Jodi L Fellows operates Key Investment Services LLC in Jamestown, NY, bringing 16 years of experience in financial advisory. The business holds a FINRA CRD license (Number 5685771), which enables the firm to operate within regulated securities markets. With over a decade and a half in the financial services industry, the practice focuses on investment guidance and related advisory services for clients seeking professional financial management.
A FINRA CRD (Central Registration Depository) license indicates that Jodi L Fellows and Key Investment Services LLC are registered with the Financial Industry Regulatory Authority. This registration means the firm and its representatives have undergone background checks, compliance reviews, and ongoing regulatory supervision. FINRA oversight ensures that investment advisors meet baseline standards for conduct and maintain records subject to regulatory examination. Clients working with a FINRA-registered advisor have recourse through FINRA's dispute resolution processes if issues arise.