Felicia C. Jackson

VOYA FINANCIAL ADVISORS

Nashville, TN 37201

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CRD#: 2850637

Professional summary

Felicia Curry Jackson, who also goes by Felicia Carpenter, Felicia Curry, Felicia Jackson, Felicia Jackson Winston, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Nashville, Tennessee.

Felicia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Felicia has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Felicia Carpenter | Felicia Curry | Felicia Jackson | Felicia Jackson Winston

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

IMPACT CHURCH POSITION: Food pantry worker NATURE: Food pantry INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 3594 Centerville Hwy, Snellville GA 30039, United States DESCRIPTION: Distribute food to disadvantaged residents. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felicia Curry Jackson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Felicia Curry Jackson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 18, 2025 - Present

VOYA FINANCIAL ADVISORS, INC.

Office #1: 214 Second Ave North Ste 2, Nashville, TN 37201

RIA

CRD#: 2882

Nashville, TN

Current

September 17, 2025 - Present

VOYA FINANCIAL ADVISORS, INC.

Office #1: 214 Second Ave North Ste 2, Nashville, TN 37201

RIA

CRD#: 2882

Nashville, TN

Past

September 29, 2015 - May 20, 2025

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

SNELLVILLE, GA

Past

September 28, 2015 - May 20, 2025

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

ATLANTA, GA

Past

August 7, 2012 - June 1, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DULUTH, GA

Past

August 6, 2012 - June 1, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DULUTH, GA

Past

July 1, 2011 - June 29, 2012

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

MCDONOUGH, GA

Past

June 21, 2011 - June 29, 2012

CAPE SECURITIES INC.

CRD#: 7072

MCDONOUGH, GA

Past

May 5, 2011 - June 21, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ATLANTA, GA

Past

April 1, 2011 - June 21, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ATLANTA, GA

Past

August 3, 2009 - March 21, 2011

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ATLANTA, GA

Past

July 30, 2009 - March 21, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

ATLANTA, GA

Past

August 20, 2007 - August 3, 2009

AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852

OKLAHOMA CITY, OK

Past

November 15, 2006 - August 2, 2007

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

October 2, 2006 - August 2, 2007

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

March 1, 1999 - June 12, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

March 1, 1999 - September 26, 2006

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

May 11, 1998 - January 19, 1999

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

Past

May 22, 1997 - July 22, 1998

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Past

March 24, 1997 - May 28, 1997

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA

Registered Investment Advisory firm - SEC (7/11/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/17/2025)

Georgia
(9/17/2025)

IAR

Georgia
(9/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/14/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/21/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/19/2006

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA

Registered Investment Advisory firm - SEC (7/11/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

One Orange Way, Windsor, CT 06095

Mailing Address

One Orange Way, Windsor, CT 06095

Phone number

+1 (800) 356-2906

Established

Minnesota since 04/26/1968

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

563

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (12/10/2025)

PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (12/10/2025)

PART 2A APPENDIX OF FORM ADV: INVESTOR CHANNEL WRAP FEE PROGRAM BROCHURE (12/10/2025)

Direct owners and executive officers

Name	Position	CRD#
VOYA HOLDINGS INC.	100% SHAREHOLDER
BOHN, FREDERICK HENRY	CHIEF FINANCIAL OFFICER	5791728
DEPRATTI, JOHN J	VP, OPERATIONS PRINCIPAL	2927917
PAASCH, STEPHAN ANTHONY	CHIEF COMPLIANCE OFFICER	2968516
REILLY, JONATHAN FRANCIS	PRESIDENT	2039032

Regulatory assets under management

Total Number of Accounts	11,854
AUM (Assets Under Management)	$ 2,744,735,129

Disclosures

Regulatory Event	36
Arbitration	9

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Felicia C. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felicia Curry Jackson's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Felicia Curry Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAPE INVESTMENT ADVISORY, INC.

CAPE SECURITIES INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AMERICAN FIDELITY SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

WACHOVIA BROKERAGE SERVICE

LINCOLN INVESTMENT

WMA SECURITIES, INC.

Primary Firm SEC Registration

VOYA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2006

Series 63

Date: 4/11/1997

SIE

Date: 10/1/2018

Series 7

Date: 5/20/1998

Series 6

Date: 3/21/1997

Series 26

Date: 12/19/2006

FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

VOYA FINANCIAL ADVISORS, INC.

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