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Jordan Alan Yeomans

Investment Adviser Representative at VOYA Financial Advisors, Inc.

Boston, MACRD #6985716Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jordan Alan Yeomans is an investment adviser representative with VOYA Financial Advisors, Inc. in Boston, MA, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Charles Schwab & Co., Inc. and T. ROWE Price Advisory Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut, Massachusetts, New York, Texas, and Virginia.

Office

121 Seaport Boulevard, 11th Floor
Boston, MA 02210

Advisors at this office: 151

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, Massachusetts, New York, Texas, Virginia
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/5/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/24/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

VOYA Financial Advisors, Inc.Current
3/31/2025 – Boston, MA
VOYA Financial Advisors, Inc.Current
3/31/2025 – Alexandria, VA
Charles Schwab & Co., Inc.
6/24/2021 – 4/12/2025Austin, TX
T. ROWE Price Advisory Services, Inc.
6/11/2019 – 6/7/2021Owings Mills, MD
Merrill Lynch, Pierce, Fenner & Smith Incorporated
10/8/2018 – 5/2/2019Hunt Valley, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jul 2018 – May 2019Hunt Valley, MD
  2. Univeristy of Delaware Residence Life and Housing
    Aug 2016 – May 2018Newark, DE
  3. Jim Walsh State Farm Agency
    Feb 2018 – Apr 2018Wilmington, DE
  4. Jeff Gardiner State Farm Agency
    Jun 2017 – Aug 2017Newark, DE
  5. T Rowe Price
    May 2019 – May 2021Owings Mills, MD
  6. Charles Schwab & Co., Inc.
    May 2021 – Mar 2025Austin, TX
  7. Charles Schwab Bank, SSB
    May 2021 – Mar 2025Austin, TX
  8. Voya Financial Advisors
    Mar 2025 – no end date reportedWindsor, CT

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About VOYA Financial Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
725
Offices listed on AdvisorFinder:
26
Main office:
Windsor, CT
SEC file number:
801-46585

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 16, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Alan Yeomans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jordan Alan Yeomans (VOYA Financial Advisors)