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Michael Perez Juarez

Voya Retirement Advisors, LLC

Windsor, CT

Bulverde, TX

CRD 3135321

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Employer firm

Voya Retirement Advisors, LLC CRD 3989

$37.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Voya Retirement Advisors, Llc

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

One Orange Way, Windsor, CT 06095 • United States

Bulverde, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors Inc San Antonio TX 06/2008 05/2020
Usaa Financial Planning Services San Antonio TX 01/2009 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Bulverde TX 05/2020 08/2025
Charles Schwab Bank, Ssb Bulverde TX 05/2020 08/2025
Voya Bulverde TX 10/2025 Present
Voya Financial Partners, Llc Bulvedre TX 11/2025 Present
Rental Property San Antonio TX 10/2025 Present
  • 06/2008 → 05/2020
    Usaa Financial Advisors Inc
    San Antonio, TX
  • 01/2009 → 05/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → 08/2025
    Bulverde, TX
  • 05/2020 → 08/2025
    Charles Schwab Bank, Ssb
    Bulverde, TX
  • 10/2025 → Present
    Voya
    Bulverde, TX
  • 11/2025 → Present
    Voya Financial Partners, Llc
    Bulvedre, TX
  • 10/2025 → Present
    Rental Property
    San Antonio, TX
Previous Registrations
Other Businesses

Rental Property; Not investment related; San Antonio, TX 78216; Owner; 10/27/2025 ; 2 hour per month; 0 hours per month during trading hours; Landlord/owner of rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-07
  • S66 Uniform Combined State Law Examination
    2008-08-07
Other Names
  • Michael P Juarez

View on SEC IAPD

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