Mark Jackowitz is a registered investment advisor at Voya Financial Advisors, INC., based in Windsor, CT, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
One Orange Way, A1, Windsor, CT, 06095
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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 Activities
Mark owns rental property and is involved in the sale and service of Voya HRA products. The HRA activity takes a few hours per week.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Partners, LLCBroker
Voya Financial Partners, LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
Systematized Benefits Administrators, INC.Broker
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations53 states
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