Julia Jackson is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 26 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.
Location
One Orange Way, Windsor, CT, 06095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLCBroker
Voya Financial Partners, LLC
Previous Registrations
Voya Financial Partners, LLC
Directed Services LLCBroker
Ing America Equities, INC.Broker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Investment Advisors, LLC
Ing Investment Advisors, LLCBroker
Systematized Benefits Administrators, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Financial Services, INC.Broker
State Registrations1 state
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