George Walker James
Financial advisor at Voya Financial Advisors, Inc. · Boston, MA
Last updated 2026-10-10
Claim your profileGeorge Walker James is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, CRD 8152706. Licenses and exams on the registration: Series 66. IAPD registration began 2026-01-22.
Registration
- CRD number
- 8152706
- Registration status
- Active
- IAPD registration
- 2026-01-22
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- MA, NY, TX
Licenses and exams
- Series 66
Work history
- 2020-10 to 2020-11 · Local 22 · Durham, NC
- 2021-05 to 2021-08 · Unemployed · Durham, NC
- 2021-08 to 2025-05 · Trinity College · Hartford, CT
- 2024-06 to 2024-08 · Seraphine Restaurant · Durham, NC
- 2022-06 to 2022-08 · Greenfield Energy LLC · Wilmington, NC
- 2015-08 to 2017-06 · Brogden Middle School · Durham, NC
- 2019-06 to 2019-08 · Duke Faculty Club · Durham, NC
- 2023-06 to 2023-08 · Bourbon and Bubbles · Charleston, SC
- 2019-08 to 2021-05 · Riverside Highschool · Durham, NC
- 2017-06 to 2019-06 · Riverside Highschool · Durham, NC
- 2025-08 to 2026-05 · Fidelity Investments · Merrimack, NH
- 2025-06 to 2025-07 · Unemployed · Durham, NC
- 2026-06 to Present · Voya Financial Advisors, Inc · Boston, MA
Current employment
- Voya Financial Advisors, Inc. · Windsor, CT
Voya Financial Advisors, Inc.
- Regulatory AUM
- $3,870,673,693
- Registered advisors
- 741
- Offices
- 350
- Clients per advisor
- 22.0 (Low)
- Average AUM per client
- $236.9K (Low)
- High-net-worth client ratio
- 18.9% (Moderate)
Voya Financial Advisors, Inc.: advisors, services and reported ETF investments
About
George Walker James is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Fidelity Investments, Unemployed, Trinity College, Seraphine Restaurant, among others.
Voya Financial Advisors, Inc.'s firm-level Form ADV reports 741 advisors across 350 offices; approximately 22.0 clients per advisor, average assets per client of $236,941, and regulatory AUM of $3.9B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $937.3M across 38 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to George Walker James personally.
Reported ETF positions
Voya Financial Advisors reports 38 ETF positions worth $937.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VV — Vanguard Morningstar Large-Cap ETF | $267.5M |
| BND — Vanguard Total Bond Market ETF | $181.8M |
| VEU — Vanguard FTSE All World Ex US ETF | $138.8M |
| SPTL — State Street SPDR Portfolio Long Term Treasury ETF | $42.8M |
| USIG — iShares Broad USD Investment Grade Corporate Bond ETF | $42.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Voya Financial Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $38.8M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $38.8M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VEU — Vanguard FTSE All World Ex US ETF | $138.8M | Top 97.5% | Residual alpha +0.61% · Residual Sharpe 0.03 |
| Diversification Benefits | GRID — First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $338.7K | Top 90.4% | Replicability (R²) 83.0% · Residual Sharpe 0.08 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Voya Financial Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
121 Seaport Boulevard, Boston, MA 02210
188 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 1-800-356-2906
- Website: voya.com
Official record
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