Jeffrey PachaCRD Number: 5940947
Current Firm: Voya Financial Advisors, Inc.
Jeffrey Pacha (CRD# 5940947) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Coralville, IA and has over 6 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Voya Financial Advisors||Coralville, IA||Sep 2014 - Current||3|
|Regina High School||Iowa City, IA||Dec 2012 - Current||5|
|Diamond Dreams Sports Academy||Iowa City, IA||May 2011 - Current||6|
|Eugene Cohen Insurance Agency||Skokie, IL||Dec 2012 - Mar 2016||3|
|Ing Financial Partners, Inc.||Coralville, IA||Jun 2011 - Aug 2014||3|
|University Of Iowa||Iowa City, IA||Aug 2007 - May 2011||3|
|Southgate Property Management||Iowa City, IA||May 2010 - Jul 2010||< 1|
|Apartments Downtown||Iowa City, IA||May 2007 - Jul 2007||< 1|
|Regina Jr/sr High School||Iowa City, IA||Jun 2001 - Jun 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.