Jonathan Reilly is a registered investment advisor, based in Boston, MA, with 33 years of industry experience.
Location
121 Seaport Boulevard, 11th floor, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan sells and services Voya HRA products, dedicating a few hours per week to this activity. He also serves as a board member on the finance committee for the California Council on Economic Education, spending minimal time reviewing the organization's budget and investments.
Employment History
Current Registrations
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Voya Retirement Advisors, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Voya Financial Partners, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Lincoln Financial Securities CorporationBroker
American General Financial Advisors, INC.
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Copeland Equities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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