Jay Khatter, financial advisor Addison TX
93 score

Jay Khatter

CRD Number: 1151675
Current Firm: Voya Financial Advisors, Inc.

Jay Khatter (CRD# 1151675) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Addison, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Addison, TX Sep 2014 - Current 2
Ing Financial Partners, Inc. Addison, TX Jan 2011 - Sep 2014 3
Ing Financial Advisers, LLC Addison, TX Dec 2010 - Jan 2011 < 1
Ing Addision, TX Nov 2000 - Jan 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
Contact Info for Jay Khatter
Phone Number: 1-800-356-2906
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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