Jarred
Mantis

Voya Financial Advisors, Inc

CRD#6652181
Investment Advisor
in Madison, CT

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About this Advisor

Jarred Mantis is a financial advisor based in Madison, Connecticut, working with Voya Financial Advisors, Inc. Jarred has previously held positions at Uconn Center For Students With Disabilities, Whole Foods Market, Peoples United Bank, Bankers Bank Northeast, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, University Of Connecticut, Voya Financial Advisors, Voya Financial Partners, LLC, and Voya Financial Advisors, Inc. Jarred has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Massachusetts, New Hampshire, New York, and Texas. Currently, Jarred is part of Voya Financial Advisors, Inc, which operates out of Madison, Connecticut. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Madison, CT

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

CT Average: $5,297,377,271
Total Number of Employees

529

CT Average: 35
Total Number of Accounts

13,923

CT Average: 690
Average Account Size

$192,831

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jarred Mantis Work History

2022 - Present (2 years)

Voya Financial Advisors, Inc

2020 - 2022 (2 years)

Voya Financial Partners, LLC

2018 - 2020 (2 years)

Voya Financial Advisors

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2018 (2 years)

Northwestern Mutual Life Insurance Company

2015 - 2015 (< 1 year)

Bankers Bank Northeast

2014 - 2014 (< 1 year)

Uconn Center For Students With Disabilities

2014 - 2014 (< 1 year)

Whole Foods Market

2014 - 2016 (2 years)

Peoples United Bank

2013 - 2017 (4 years)

University Of Connecticut

Disclosures

Please visit the SEC profile of Jarred Mantis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Voya Financial Advisors, Inc

James Craig
Windsor, CT
Nicole Burroughs
Scottsdale, AZ
John Harmatuk
Manlius, NY
Rebecca Ruvolo
Independence, OH
Aaron Kim
Lisle, IL
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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