Jeff P. Jones

VOYA FINANCIAL PARTNERS

New York, NY 10007

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CRD#: 4884046

Professional summary

Jeff Paul Jones is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in New York, New York.

Jeff is registered as a RR (Registered Representative) and started their career in finance in 2005. Jeff has worked at 7 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeff Paul Jones's 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

December 26, 2019 - Present

VOYA FINANCIAL PARTNERS, LLC

Office #1: 22 Cortlandt Street 18th Fl, New York, NY 10007

CRD#: 34815

New York, NY

Past

October 7, 2014 - November 22, 2019

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

NEW YORK, NY

Past

December 5, 2013 - March 11, 2014

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

July 30, 2012 - February 1, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

NEW YORK, NY

Past

August 6, 2007 - August 18, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEW YORK, NY

Past

November 3, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 3, 2005 - July 12, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEW YORK, NY

Past

March 31, 2005 - August 25, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

March 10, 2005 - August 25, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

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

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

New York
(12/26/2019)

Exams

State Security Law Exam

IAR

Series 66

Date: 3/30/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VOYA FINANCIAL PARTNERS, LLC

AETNA INVESTMENT SERVICES LLC | VOYA FINANCIAL PARTNERS, LLC | ING FINANCIAL ADVISERS, LLC | AETNA INVESTMENT SERVICES, LLC | AETNA INVESTMENT SERVICES, INC.

CRD#: 34815 / SEC#: 801-57637, 8-46451

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

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Contact information

Main Address

One Orange Way, C2n, Windsor, CT 06095

Mailing Address

One Orange Way, Windsor, CT 06095

Phone number

(860) 275-2110

Established

Delaware since 11/27/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

VOYA FINANCIAL PARTNERS, LLC - FORM ADV PART 2A BROCHURE (3/31/2023)

Direct owners and executive officers

Name	Position	CRD#
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY	PARENT
BOHN, FREDERICK HENRY	CHIEF FINANCIAL OFFICER	5791728
EASTON, STEPHEN JOSEPH	CHIEF COMPLIANCE OFFICER	3150168
ELMSLIE, WILLIAM PETER	MANAGING DIRECTOR	1970014

Disclosures

Regulatory Event

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

Jeff P. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeff Paul Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2005

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/9/2005

FINRA

Current Firm

VOYA FINANCIAL PARTNERS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

VOYA FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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