Jeffrey David Poitras
Investment adviser representative at Voya Financial Advisors, Inc.
15 yearsExperience
1 stateRegistered in
$3.9BFirm assets
32 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Water Tower FinancialMar 2023 to now
- Voya Financial Advisors, Inc.Jan 2023 to now
- Voya FinancialJan 2023 to now
- Fidelity InvestmentsJul 2021 to Jan 2023
- Voya Financial Partners, LLCOct 2019 to May 2021
- VoyaSep 2019 to May 2021
- The Vanguard Group, Inc.Jun 2011 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 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
- 3237267
- Firm CRD
- 2882