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Jonathan James Uldrikis

Voya Retirement Advisors, LLC

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About Jonathan James Uldrikis

Jonathan Uldrikis is an investment advisor representative at Voya Retirement Advisors, LLC. Jonathan has been in the financial services industry since 1998. Jonathan is a Certified Financial Planner and is registered with the state of Connecticut.

Firm Information

Jonathan Uldrikis is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

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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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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percentage of assets

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

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Jonathan Uldrikis’s Registration & Firm History

CT

10/02/2018 - Present

Voya Retirement Advisors, LLC (WINDSOR CT)

CT

02/02/2016 - 06/07/2018

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

01/24/2002 - 02/25/2016

VOYA RETIREMENT ADVISORS, LLC (South windsor CT)

MA

03/02/1998 - 12/31/2001

STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 08/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/20/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan James Uldrikis.
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