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Jessica Michelle Spencer Price

Voya Financial Advisors, Inc.

Austin, TX

Tulsa, OK

CRD 7565177

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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
TX RA APPROVED 2023-08-17
OK RA APPROVED 2022-09-16
  • TX RA
    APPROVED
    Since 2023-08-17
  • OK RA
    APPROVED
    Since 2022-09-16

Branch Locations

7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States

6666 S Sheridan Rd Ste 230, Tulsa, OK 74133 • 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
Home Educator Tulsa OK 05/2019 06/2022
Spencer Financial Group Tulsa OK 09/2016 05/2019
Itt Educational Services Tulsa OK 06/2008 09/2016
Voya Financial Advisors, Inc. Tulsa OK 05/2022 Present
  • 05/2019 → 06/2022
    Home Educator
    Tulsa, OK
  • 09/2016 → 05/2019
    Spencer Financial Group
    Tulsa, OK
  • 06/2008 → 09/2016
    Itt Educational Services
    Tulsa, OK
  • 05/2022 → Present
    Tulsa, OK
Other Businesses

NAME OF ENTITY:Scissortail Advisory Group; Yes; 6922 E. 61st Pl; Tulsa; OK; 74133; Investment advising, assisting with retirement plans, and fixed insurance sales as needed; Investment Consultant; 9/12/2022; 120; 120; Investment advising, assisting with retirement plans, and fixed insurance sales as needed|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-27
  • S66 Uniform Combined State Law Examination
    2022-05-27
Other Names
  • Jessica Michelle Spencer
  • Jessica Michelle Spencerprice

View on SEC IAPD

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