Javier
Ortiz

Voya Financial Advisors, Inc

CRD#6598169
Investment Advisor
in Tampa, FL

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About this Advisor

Javier Ortiz is a financial advisor working in Tampa, Florida with 5 years of industry experience. Ortiz is an advisor for Voya Financial Advisors, Inc. Their career trajectory has included roles at Invest Financial Corp, East Lake Woodlands Country Club, T.G.I. Fridays and Voya Financial Advisors, Inc. Ortiz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Voya Financial Advisors, Inc is a financial advisory company based in Windsor, CT. The company has offices in 299 locations and a total of 605 financial advisors. It controls $2 billion in assets between its 13,909 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 13,909 accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. Voya Financial Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Voya Financial Advisors, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

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

2202 N West Shore Blvd Suite 200
Tampa, FL 33607

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

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

605

FL Average: 35
Total Number of Accounts

13,909

FL Average: 690
Average Account Size

$173,339

FL 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

Javier Ortiz Work History

Javier has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Voya Financial Advisors, Inc

2016 - 2018 (2 years)

Invest Financial Corp

2014 - 2015 (1 year)

East Lake Woodlands Country Club

2006 - 2015 (9 years)

T.G.I. Fridays

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Javier Ortiz 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

Joseph Ade
Independence, OH
Ryan Vallee
Windsor, CT
Tanya Campbell
Indianapolis, IN
Scott Andrews
Windsor, CT
Chitman Uppal
Upper Darby, PA
John Dubeansky
Austin, TX
Roosevelt Terry
Windsor, CT
Mitchell Manning
Milwaukee, WI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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