Jeffrey Scott Casper
Investment adviser representative at Voya Retirement Advisors, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$37.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Voya Retirement Advisors, LLCFeb 2026 to now
- VoyaJan 2025 to now
- Voya Financial Partners, LLCJan 2025 to now
- Oneamerica SecuritiesFeb 2017 to Jan 2025
- Oneamerica Retirement ServicesJan 2017 to Jan 2025
- BMO Investment Distributors, LLCJan 2015 to Dec 2016
- BMO Harris Financial Advisors, Inc.Aug 2012 to Dec 2016
- Harris Investment Management IncJun 2012 to Dec 2016
- M&i Trust CompanyJul 2005 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WI).
Voya Retirement Advisors, LLC
$37.5BAssets managed
7,672Clients
129Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2373490
- Firm CRD
- 3989