DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Scott Casper

Voya Retirement Advisors, LLCotherWindsor, Ct dual registrantIAPD 2373490

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Jeff Casper

At current firm

0 y

since Feb 11, 2026

In the industry

25 y

since Nov 28, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Voya Retirement Advisors, LLC other current
since Feb 11, 2026 · Waukesha, Wi
Oneamerica Securities, Inc. BD affiliated
Feb 16, 2017 to Feb 1, 2025 · Milwaukee, Wi
Bmo Asset Management Corp. other
Jun 8, 2012 to Jan 6, 2017 · Chicago, Il
M&I Investment Management Corp. former
Feb 28, 2006 to Jun 8, 2012 · Milwaukee, Wi
Strong Capital Management Inc unclassified
Jul 9, 2002 to Dec 31, 2004 · Menomonee Falls, Wi

Moves

a registration end followed by a registration begin elsewhere

Oneamerica Securities, Inc. to Voya Retirement Advisors, LLC
left Feb 1, 2025, registered Feb 11, 2026 (375 days) · Other · moved with a team
Bmo Asset Management Corp. to Oneamerica Securities, Inc.
left Jan 6, 2017, registered Feb 16, 2017 (41 days) · Other
M&I Investment Management Corp. to Bmo Asset Management Corp.
left Jun 8, 2012, registered Jun 8, 2012 (0 days) · corporate re-registration, not a move
Strong Capital Management Inc to M&I Investment Management Corp.
left Dec 31, 2004, registered Feb 28, 2006 (424 days) · Other

Signals

Jeffrey Scott Casper left Oneamerica Securities, Inc. for Voya Retirement Advisors, Llc (registered 2026-02-11)
Feb 1, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Other adviserderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address