Jason Sartori is a registered investment advisor at Voya Financial Advisors, INC., based in Windsor, CT, with 21 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, C4-S, Windsor, CT, 06095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a volunteer assistant baseball coach for the Dubuque Independent League since May 2024. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Gwfs Equities, INC.Broker
Advised Assets Group, LLC
Prudential Customer Solutions LLC
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Prudential Retirement Brokerage Services, INC.
Prudential Retirement Brokerage Services, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.