Jonathan James Uldrikis
Investment adviser representative at Voya Retirement Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- First Congregational ChurchApr 2026 to now
- Voya Retirement Advisors, LLCSep 2018 to now
- Voya Financial Partners, LLCMar 2018 to now
- Voya FinancialSep 2014 to now
- Voya Financial Advisors, Inc.Feb 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
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
- 2626997
- Firm CRD
- 3989