Jordan Alan Yeomans
Investment adviser representative at Voya Financial Advisors, Inc.
10 yearsExperience
5 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
10 years in the industry.
- Voya Financial Advisors, Inc.Mar 2025 to now
- Charles Schwab & Co., Inc.May 2021 to Mar 2025
- Charles Schwab Bank, SsbMay 2021 to Mar 2025
- T Rowe PriceMay 2019 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to May 2019
- Jim Walsh State Farm AgencyFeb 2018 to Apr 2018
- Jeff Gardiner State Farm AgencyJun 2017 to Aug 2017
- Univeristy of Delaware Residence Life and HousingAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 5 states (CT, MA, NY, TX, VA).
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
- 6985716
- Firm CRD
- 2882