Jeffrey Scott Casper

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → 12/2016
  M&I Trust Company
  Milwaukee, WI
• 06/2012 → 12/2016
  Harris Investment Management Inc
  Chicago, IL
• 08/2012 → 12/2016
  Bmo Harris Financial Advisors, Inc.
  Milwaukee, WI
• 01/2015 → 12/2016
  Bmo Investment Distributors, Llc
  Milwaukee,, WI
• 01/2017 → 01/2025
  Oneamerica Retirement Services
  Milwaukee, WI
• 02/2017 → 01/2025
  Oneamerica Securities
  Milwaukee, WI
• 01/2025 → Present
  Voya Financial Partners, Llc
  Windsor, CT
• 01/2025 → Present
  Voya
  Waukesha, WI

Previous Registrations

• 2017-02-16 → 2025-02-01
  Oneamerica Securities, Inc.
  Milwaukee, WI
  Indianapolis, IN
• 2012-06-08 → 2017-01-06
  Bmo Asset Management Corp.
  Chicago, IL
• 2006-02-28 → 2012-06-08
  M&I Investment Management Corp.
  Milwaukee, WI
• 2002-07-09 → 2004-12-31
  Strong Capital Management Inc
  Menomonee Falls, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-28

Designations

• Chartered Financial Analyst

Other Names

• Jeff Casper
• Jeff Scott Casper