Jeffrey David Poitras

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

• 06/2011 → 07/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2019 → 05/2021
  Voya
  Phoenix, AZ
• 10/2019 → 05/2021
  Voya Financial Partners, Llc
  Phoenix, AZ
• 07/2021 → 01/2023
  Fidelity Investments
  Phoenix, AZ
• 01/2023 → Present
  Voya Financial
  Chandler, AZ
• 03/2023 → Present
  Water Tower Financial
  Chandler, AZ

Previous Registrations

• 2021-11-23 → 2023-01-10
  Fidelity Personal And Workplace Advisors
  Phoenix, AZ

Other Businesses

WATER TOWER FINANCIAL POSITION: Financial Advisor NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/06/2023 ADDRESS: 7337 E Doubletree Ranch Road, Scottsdale AZ 85258, United States DESCRIPTION: sales of fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05
• S63 Uniform Securities Agent State Law Examination
  1999-08-18

Other Names

• Jeff David Poitras
• Jeff Poitras