Julia Denise Jackson
Investment adviser representative at Voya Retirement Advisors, LLC
12 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 yearsFirm in business
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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.
- Voya Retirement Advisors, LLCJul 2023 to now
- Voya Financial Partners, LLCSep 2016 to now
- Voya FinancialSep 2014 to now
- Voya Financial AdvisorsSep 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 3201601
- Firm CRD
- 3989