Shawn Jennings
Investment adviser representative at Voya Financial Advisors, Inc.
18 yearsExperience
3 statesRegistered 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
18 years in the industry.
- Voya Financial Advisors, Inc.Nov 2025 to now
- UnemployedNov 2024 to Nov 2025
- Savant Wealth ManagementOct 2023 to Nov 2024
- TIAANov 2018 to Sep 2023
- TIAA-CREF Individual & Institutional Services, LLCNov 2018 to Sep 2023
- Charles Schwab & Co., Inc.Jan 2008 to Nov 2018
- Charles Schwab BankJan 2008 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NY, TX).
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
- 5077138
- Firm CRD
- 2882