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Jonathan Lomonaco

Advisor at key Investment Services LLC

Updated today
key Investment Services LLC logo

Firm

key Investment Services LLC

Location

Batavia, NY 14020

Credentials

Series 66

Industry experience

< 1 year

About

Jonathan Lomonaco is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he held positions in various businesses including the automotive and food service industries, as well as education. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm emphasizes non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and investment advisory suitability.

Client services

Based on key Investment Services LLC

Portfolio management Selection of other advisers

Expertise

Based on key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)

Other

Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.

Location

69 Main St.

Batavia, NY 14020

Most active in

New York

Work history

Key Investment Services LLC

2025 - Present (1 year)

Key Investment Services LLC

2025 - 2025 (1 year)

Bob Johnson Auto Group

2024 - 2025 (1 year)

Northstar Recovery Services

2023 - 2024 (1 year)

Perris Pizzaeria

2022 - 2023 (1 year)

Churchville Grill

2021 - 2022 (1 year)

Brockport High School

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Angela P

CFP®, Series 66

Cowlesville, NY

Consilio Wealth Advisors, LLC

Retirement income strategy Concentrated stock management Retired
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Milenda K

Series 63, Series 66

Pavilion, NY

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shari S

Series 66

Batavia, NY

LPL Enterprise

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Christopher W

Series 63, Series 65

Batavia, NY

Merrill

Christopher White is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008. Christopher is a partner in RGRWT & Associates and focuses on working with high-net-worth individuals and their families to build, preserve, and transfer wealth across generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning and a Bachelor's degree from SUNY College at Brockport. His expertise includes divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. Christopher has served in leadership roles on boards for several local nonprofit organizations including the YMCA, United Memorial Medical Center Foundation, United Way, and Leadership Genesee. He lives in Batavia, New York, with his wife and has two grown daughters. His personal interests include baseball, football, gardening, golfing, reading, and spending time with family.

General retirement planning Retirement income strategy Wealth management Family Business General estate planning guidance
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Donald B

Series 63

Batavia, NY

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

John R

Series 63, Series 65

Batavia, NY

Merrill

John Riter is the Senior Resident Director of Merrill Lynch Wealth Management’s Batavia, New York office and managing partner of the RGRWT Group. He began his career as a financial advisor in 1987 after earning a bachelor's degree from the John Wiley Jones School of Business at SUNY Geneseo. John holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. As managing partner of the RGRWT Group, John leads a team of six financial advisors, an investment associate, and three client service associates, collectively bringing over 135 years of experience. The group serves clients across 35 states and seven countries, focusing on family wealth management strategies, personal retirement planning, and small business strategies. John’s approach combines the resources of a global organization with personalized service rooted in small-town values. John has a longstanding commitment to his community, including over 30 years of involvement with the GLOW YMCA in Batavia, where he is currently chairing the initiative to build a new facility that will anchor a Healthy Living Campus. He has also been a member of the Batavia Rotary Club for more than 20 years, serving on its board of directors multiple times. John and his wife Liz have been married for 33 years and have two adult children, Mitchell and Kathryn.

General retirement planning Wealth management Business ownership considerations Married/Couples/Partners Mid-Career Professionals
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