Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Julia Jackson is the right advisor for you? Invested Better is here to help.