Jonathan James Uldrikis

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

• 09/2014 → Present
  Voya Financial
  South Windsor, CT
• 02/2016 → 06/2018
  Voya Financial Advisors, Inc.
  Windsor, CT
• 03/2018 → Present
  Voya Financial Partners, Llc
  Windsor, CT
• 09/2018 → Present
  Voya Retirement Advisors
  Windsor, CT
• 04/2026 → Present
  First Congregational Church
  Vernon, CT

Previous Registrations

• 2016-02-10 → 2018-06-07
  Voya Financial Advisors, Inc.
  Windsor, CT
• 2008-08-29 → 2016-02-25
  Voya Retirement Advisors, Llc
  South Windsor, CT
  Braintree, MA
  Quincy, MA
  South Windsor, CT
  Quincy, MA

Other Businesses

1.) First Congregational Church of Vernon; Not investment related; 695 Hartford Turnpike, Vernon, CT 06066; Associate Minister Pastoral Relations Committee member; 01/10/2024; 1 hour per month; 0 hours per month during trading hours; Participate on a committee to assist the Associate Minster of the church. Assist in her needs and connect with church members. 2.) First Congregational Church of Vernon; Not investment related; 695 Hartford Turnpike, Vernon, CT 06066; Finance and Budgeting Lead; 04/01/2026 through 06/12/2026; 8 hour per month; 0 hours per month during trading hours; The Church is organizing a group of members to conduct a feasibility assessment of managing a housing project of smaller homes to benefit the community. I will work out the financial feasibility of any project that is presented by the group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-22
• S63 Uniform Securities Agent State Law Examination
  1998-02-26

Designations

• Certified Financial Planner

Other Names

• Jonathan J Uldrikis