Joseph Bernard Frederick

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:

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

Current Employers

Employment History

• 09/2014 → Present
  Voya Financial Advisors
  Columbus, OH
• 06/2016 → Present
  J3, Llc
  Columbus, OH
• 10/2018 → Present
  Ascent Financial Partners
  Columbus, OH

Previous Registrations

• 2000-07-13 → 2011-01-03
  Voya Financial Partners, Llc
  Columbus, OH
  Columbus, OH

Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/05/2009 ADDRESS: 7965 N. High St., Suite 150, Columbus OH 43235, United States DESCRIPTION: SALE OF FIXED INSURANCE PRODUCTS ASCENT FINANCIAL PARTNERS POSITION: Partner NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2018 ADDRESS: 7965 N High St., Suite 150, Columbus OH 43235, United States DESCRIPTION: Sell and service insurance, securities and investment products J3, LLC POSITION: CO-OWNER NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2016 ADDRESS: 7965 N. High St., Suite 150, Columbus OH 43235, United States DESCRIPTION: Office expenses, Payroll

Exams

• S66 Uniform Combined State Law Examination
  1999-11-09

Designations

• Certified Financial Planner

Other Names

• Joseph Bernard Frederick
• Joe Frederick