Osaic Wealth
44yrs
Top advisor by experience in Allen
40yrs
Jay Khatter
Financial advisor at Voya Financial Advisors
Jay Khatter has worked in the financial industry for 40 years and is a financial advisor based in Allen, Texas. Jay has been with Voya Financial Advisors since 2011; before that, Jay spent 17 years at Voya Financial Partners. Voya Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience40 years (since 1986)
How that compares ?Top 1% by experience at Voya Financial Advisors
OfficeAllen, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$236,678
Advisors at the firm745
States licensed ?1 state
Services through Voya Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2011 – nowVoya Financial Advisors, Inc.Current firm
- 1993 – 2011Voya Financial Partners, LLCPreviously
Contact Jay
(800) 356-2906Firm headquarters in Windsor, CT. Ask for Jay. Allen, TXOffice · Get directions Firm websitewww.voya.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Voya Financial Advisors at (800) 356-2906 and ask for Jay Khatter. Jay works from the Allen, TX office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1986, about 40 years. Top 1% by experience at Voya Financial Advisors.
What licenses does Jay hold?
Series 63. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay paid?
Voya Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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