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Julia Denise Jackson

Voya Retirement Advisors, LLC

Windsor, CT

West Hartford, CT

CRD 3201601

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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
CT RA APPROVED 2023-07-14
  • CT RA
    APPROVED
    Since 2023-07-14

Branch Locations

One Orange Way, Windsor, CT 06095 • United States

West Hartford, CT • 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
Voya Financial Windsor CT 09/2014 Present
Voya Financial Advisors Windsor CT 09/2014 Present
Voya Financial Partners, Llc Windsor CT 09/2016 Present
  • 09/2014 → Present
    Voya Financial
    Windsor, CT
  • 09/2014 → Present
    Voya Financial Advisors
    Windsor, CT
  • 09/2016 → Present
    Voya Financial Partners, Llc
    Windsor, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-05-05
  • S66 Uniform Combined State Law Examination
    1999-05-05
Other Names
  • J Denise Jackson
  • Julia Denise Jackson

View on SEC IAPD

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