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Julia Denise Jackson

Voya Retirement Advisors, LLC

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About Julia Denise Jackson

Julia Denise Jackson is a registered investment advisor representative with Voya Retirement Advisors, LLC. Julia has been in the industry since November 1999. Julia has been registered with Voya Retirement Advisors, LLC since July 2023. Julia is also registered with the state of Connecticut. Prior to joining Voya Retirement Advisors, LLC, Julia was employed by VOYA FINANCIAL ADVISORS, INC., DIRECTED SERVICES LLC, ING AMERICA EQUITIES, INC., ING INVESTMENT ADVISORS, LLC, SYSTEMATIZED BENEFITS ADMINISTRATORS, INC., ING FINANCIAL ADVISERS, LLC and AETNA FINANCIAL SERVICES, INC.

Firm Information

Julia Jackson 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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Julia Jackson’s Registration & Firm History

CT

07/14/2023 - Present

Voya Retirement Advisors, LLC (WINDSOR CT)

CT

04/19/2012 - 09/29/2016

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

05/02/2012 - 04/29/2013

DIRECTED SERVICES LLC (WINDSOR CT)

CT

05/02/2012 - 04/29/2013

ING AMERICA EQUITIES, INC. (WINDSOR CT)

CT

04/19/2012 - 04/29/2013

ING INVESTMENT ADVISORS, LLC (WINDSOR CT)

CT

04/19/2012 - 04/29/2013

SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)

CT

11/10/1999 - 04/29/2013

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

11/10/1999 - 09/22/2000

AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 05/05/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Denise Jackson.
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