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Matthew K Jump

Voya Financial Advisors, Inc.

Milwaukee, WI

Windsor, CT

CRD 6186177

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Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-12-06
CT RA APPROVED 2023-11-20
TX RA APPROVED_RES 2023-11-17
WI RA APPROVED 2023-11-16
  • NY RA
    APPROVED
    Since 2023-12-06
  • CT RA
    APPROVED
    Since 2023-11-20
  • TX RA
    APPROVED_RES
    Since 2023-11-17
  • WI RA
    APPROVED
    Since 2023-11-16

Branch Locations

Milwaukee, WI • United States

One Orange Way, C4-S, Windsor, CT 06095 • 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
Unemployed Elm Grove WI 11/2017 05/2018
Hans Myklebust Mequon WI 05/2019 10/2023
Northwestern Mutual Investment Services Llc Mequon WI 05/2019 10/2023
Wealth Partners Mequon WI 05/2018 04/2019
Vogel Consulting Brookfield WI 05/2016 11/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2019 10/2023
Voya Financial Advisors Windsor CT 10/2023 Present
  • 11/2017 → 05/2018
    Unemployed
    Elm Grove, WI
  • 05/2019 → 10/2023
    Hans Myklebust
    Mequon, WI
  • 05/2019 → 10/2023
    Northwestern Mutual Investment Services Llc
    Mequon, WI
  • 05/2018 → 04/2019
    Wealth Partners
    Mequon, WI
  • 05/2016 → 11/2017
    Vogel Consulting
    Brookfield, WI
  • 07/2019 → 10/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2023 → Present
    Voya Financial Advisors
    Windsor, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-26
S63 Uniform Securities Agent State Law Examination 2013-08-22
  • S66 Uniform Combined State Law Examination
    2018-11-26
  • S63 Uniform Securities Agent State Law Examination
    2013-08-22
Other Names
  • Matthew Kelly Jump
  • Matthew K Jump

View on SEC IAPD

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