Advisor at VOYA Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
VOYA Financial Advisors, Inc.
Location
Boston, MA 02210
Credentials
Series 66
Industry experience
7 years
Jordan Yeomans is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab, T Rowe Price, Merrill, and State Farm agencies. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a wide range of clients including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs, third-party money manager accounts, workplace education, and plan-sponsor consulting through a combination of model portfolios and manager-driven sleeves, operating with both discretionary and predominantly non-discretionary assets.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Financial planning or consulting services may be charged on a flat fee basis; seminar fees up to $500 per person or up to $10,000 fixed fee to corporate sponsors
$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%
Commission-based compensation for certain products offered through the firm’s role as broker-dealer
Financial planning or consulting services fees may be charged hourly; specific rates negotiated with client
Account minimum: $1,000 (generally for the Investor Channel Unified Managed Account Program); $5,000 minimum for Fidelity Program Fee-only: Fees generally range from 0.75% to 2.50% depending on third-party money manager selected, size, and services
121 Seaport Boulevard, 11th Floor
Boston, MA 02210
Connecticut · Massachusetts · New York · Texas
Voya Financial Advisors
2025 - Present (1 year)
Charles Schwab
2021 - 2025 (4 years)
Charles Schwab Bank, SSB
2021 - 2025 (4 years)
T Rowe Price
2019 - 2021 (2 years)
Merrill
2018 - 2019 (1 year)
Jim Walsh State Farm Agency
2018 - 2018 (1 year)
Jeff Gardiner State Farm Agency
2017 - 2017 (1 year)
Univeristy of Delaware Residence Life and Housing
2016 - 2018 (2 years)
Forewinds Hospitality Management LLC
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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