Jonathan Uldrikis
Jonathan Uldrikis is a CFP-designated registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 27 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.
Location
One Orange Way, Windsor, CT, 06095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is an Associate Minister Pastoral Relations Committee member at First Congregational Church of Vernon. He spends minimal time on this non-investment related activity, assisting the Associate Minister and connecting with church members.
Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Previous Registrations
Voya Financial Partners, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Retirement Advisors, LLC
Voya Retirement Advisors, LLCBroker
State Street Capital Markets, LLCBroker
State Registrations3 states
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