Joshua Walters
Investment adviser representative at Voya Financial Advisors, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.9BFirm 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 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
16 years in the industry.
- Voya Financial Advisors, Inc.Aug 2026 to now
- LPL Financial LLCApr 2025 to Aug 2026
- Ausdal Financial Partners, Inc.Sep 2024 to Apr 2025
- Nadler Financial Group, Inc.Aug 2024 to Apr 2025
- Calamos Wealth ManagementApr 2023 to Aug 2024
- LPL Financial, LLCNov 2020 to Apr 2023
- Oxford Financial GroupJun 2019 to Nov 2020
- CIBC Private Wealth ManagementNov 2017 to Jun 2019
- J.P. Morgan Chase BankJun 2010 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5795720
- Firm CRD
- 2882