Jack Michael Patalano
Investment adviser representative at Voya Financial Advisors, Inc.
11 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
11 years in the industry.
- Voya Financial Advisors, Inc.Jan 2026 to now
- Fidelity InvestmentsJan 2025 to Dec 2025
- Local Campaign for City Council (newport)Jul 2024 to Oct 2024
- Lifespan (newport Hospital)Jun 2024 to Sep 2024
- Sardellas Italian RestaurantApr 2023 to Jan 2025
- StudentAug 2022 to Jun 2024
- Southcoast Moving and StorageJun 2022 to Aug 2022
- StudentAug 2019 to Jun 2022
- Great Woods PizzaApr 2018 to Aug 2019
- StudentJan 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser 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
- 8035413
- Firm CRD
- 2882