Jerome
Pooler

Voya Investment Management Co. LLC

CRD#4284607
Investment Advisor
in New York, NY
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About this Advisor

Jerome Pooler is a certified financial planner working out of New York, New York, with 21 years of financial industry experience. Pooler works at Voya Investment Management Co. LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith, Inc, Adp Inc, Adp Broker-Dealer, Ing Investments Distributor, LLC, Ing Investment Management, Ing Investment Management Co, Voya Investment Management Co. LLC, Voya Investment Management and Voya Investments Distributor, LLC. Pooler has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Alabama, Missouri, Arizona, Arkansas, Louisiana, New Mexico, Oklahoma, Texas, Colorado, Utah, Kansas, Kentucky, Nebraska and Mississippi. Voya Investment Management Co. LLC is a firm based out of New York, New York. The company has offices in six locations and a total of 822 financial advisors. It administers $103 billion in total assets among its 2,234 accounts, placing it among the largest firms in the country by assets under management. The firm advises six charities and foundations. The advisory firm performs a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advisory services usually vary depending on the financial services. However, fee types billed by Voya Investment Management Co. LLC can consist of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

230 Park Avenue
New York, NY 10169

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Voya Investment Management Co. LLC Brokerage Details

Total Assets Under Management

$102,846,410,754

NY Average: $7,464,549,021
Total Number of Employees

822

NY Average: 88
Total Number of Accounts

2,234

NY Average: 3,892
Average Account Size

$46,036,889

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Jerome Pooler Work History

Jerome has 21 years of experience.

2014 - Present (5 years)

Voya Investment Management Co. LLC

2014 - Present (5 years)

Voya Investment Management

2014 - Present (5 years)

Voya Investments Distributor, LLC

2012 - 2014 (2 years)

Ing Investments Distributor, LLC

2012 - 2014 (2 years)

Ing Investment Management

2012 - 2014 (2 years)

Ing Investment Management Co

2009 - 2012 (3 years)

Adp Inc

2009 - 2012 (3 years)

Adp Broker-Dealer

1997 - 2009 (12 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc

Disclosures

Jerome Pooler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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