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Justin Stewart Chilcote

Voya Financial Advisors, Inc.

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About Justin Stewart Chilcote

Justin Chilcote is a financial advisor with Voya Financial Advisors, Inc., providing investment advice for individuals, businesses, and charitable organizations. Justin has been in the financial industry since 1999, building expertise in various investment areas. Justin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 66, and SIE licenses. Justin is registered in 13 states including California, Colorado, Alaska, Idaho, Montana, Nevada, North Dakota, Oregon, South Dakota, Utah, Washington, Wyoming, and Hawaii. Justin's previous experience includes roles at Transamerica Investors Securities Corporation and Fidelity Brokerage Services LLC.

Firm Information

Justin Chilcote 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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Justin Chilcote’s Registration & Firm History

CA

11/10/2022 - Present

Voya Financial Advisors, Inc. (RANCHO SANTA MARGARITA CA)

NY

04/27/2021 - 10/14/2022

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

MO

03/23/2018 - 02/01/2021

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

CO

01/04/2017 - 03/12/2018

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CA

05/05/2010 - 01/04/2017

TRANSAMERICA INVESTORS SECURITIES CORPORATION (WALNUT CREEK CA)

UT

07/06/2007 - 03/12/2010

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

09/06/2005 - 06/19/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

RI

01/28/1999 - 09/08/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 03/13/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Justin Stewart Chilcote. Review regulatory record here.
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