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Jonathan Francis Reilly

Voya Financial Advisors, Inc.

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About Jonathan Francis Reilly

Jonathan Francis Reilly has been in the financial services industry since 1992 and is currently registered with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Reilly has a wide range of experience and holds multiple securities licenses, including Series 7, 24, 26, 51, 63, and 66. Jonathan Francis Reilly specializes in providing financial planning services and portfolio management for individuals and businesses.

Firm Information

Jonathan Reilly is currently registered with Voya Financial Advisors, Inc.. Voya Financial Advisors, Inc. is a corporation formed in 1968 and headquartered in Windsor, Connecticut. They offer financial planning, portfolio management for individuals and businesses, and educational seminars. With over 500 licensed investment advisor representatives and registered representatives, they manage approximately $3 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Voya Financial Advisors, Inc.

ONE ORANGE WAY

WINDSOR, CT 06095

$3.05B

Assets Under Management

264

Total Clients

684

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Reilly’s Registration & Firm History

CA

02/01/2024 - Present

Voya Financial Advisors, Inc. (IRVINE CA)

CA

06/22/2011 - 08/08/2013

VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)

CA

11/02/2009 - 07/01/2011

LINCOLN FINANCIAL SECURITIES CORPORATION (IRVINE CA)

GA

10/07/1998 - 02/19/2008

AIG RETIREMENT ADVISORS, INC. (ATLANTA GA)

TX

12/01/1994 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NJ

04/16/1991 - 12/05/1994

COPELAND EQUITIES, INC. (SOMERSET NJ)

NY

04/24/1990 - 09/19/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/16/2000

Series 24 - General Securities Principal Examination

BC

Issued 06/15/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Francis Reilly.
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