Osaic Advisory Services
42yrs
Top advisor by experience in Windsor
27yrs
Based in Windsor, Connecticut, Mark Jackowitz is a fiduciary financial advisor with 27 years of industry experience. Mark has been with Voya Financial Advisors since 2019. 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.
One of 94 advisors with offices in Windsor, and one of 91 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 16% by experience in Windsor
OfficeOne Orange Way A1, Windsor, CT 06095
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 ?2 states
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.
Career
- 2019 – nowVoya Financial Advisors, Inc.Current firm
Contact Mark
(800) 356-2906Voya Financial Advisors main office One Orange Way A1Windsor, CT 06095Office · Get directions Firm websitewww.voya.com
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Questions to ask Mark
Tailored to Mark’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
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About Mark
How do I contact Mark?
Call Voya Financial Advisors at (800) 356-2906 and ask for Mark Jackowitz. Mark works from the Windsor, CT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1999, about 27 years. Top 16% by experience in Windsor.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark 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 Mark 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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