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Jerry Gambell

Advisor at Voya financial Advisors, Inc. — Tully, NY

Updated today

Credentials

Series 63, Series 65

Experience

6 years

Location

Tully, NY

Voya financial Advisors, Inc. logo

Voya financial Advisors, Inc.

Enterprise

Total advisors

747

Across 225 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Jerry Gambell is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Voya Financial Advisors in 2025, he worked at PFS Investments Inc. and Primerica Financial Services, among other firms. Outside of his advisor role, he is an author who occasionally writes books. Voya Financial Advisors serves individual and institutional clients with a variety of services including financial planning, portfolio management, and plan-sponsor consulting. The firm offers multiple program structures such as Unified Managed Account wrap programs and third-party money manager programs, primarily delivering non-discretionary, recommendation-based advice.

Client services

Based on Voya financial Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Voya financial Advisors, Inc.

Retirement income strategy General retirement planning Business ownership considerations

Occupation focus

Based on Voya financial Advisors, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning or consulting services, negotiable, up to maximum $100,000 per plan per year for plan sponsor services; seminar fees up to $500 per person

Percentage

$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%

Commissions

Available through broker-dealer services; commissions apply for certain products

Project-based

Hourly consulting fees up to $500/hour

Other

Minimum fee: Minimum account balances vary by program; Fidelity Program has a $5,000 minimum account balance; Investor Center Unified Managed Account Program generally requires minimum $1,000 depending on Strategist selected; other programs have variable minimums, negotiable under circumstances Fee-only: Financial planning or consulting fees based on flat fee or hourly basis; typical hourly rates up to $500/hour; flat fees negotiable

Location

See office

Tully, NY

Tully NY

Advisors at this office

1

Most active in

Connecticut · Florida · New York

Work history

6 years of industry experience

Voya Financial Advisors

2025 - Present • 1 year

Windsor, CT

Royal Pools

2022 - 2024 • 2 years

Tully, NY

Aero Snow Removal, LLC

2021 - 2022 • 1 year

Westbury, NY

Tully Building Supply

2021 - 2022 • 1 year

New York, NY

PFS Investments Inc.

2020 - 2025 • 5 years

Whitesboro, NY

Primerica Financial Services

2020 - 2025 • 5 years

Whitesboro, NY

AERO Snow Removal

2019 - 2020 • 1 year

Syracuse, NY

Tully Building Supply

2019 - 2019 • 1 year

Tully, NY

JAB Express

2018 - 2018 • 1 year

Syracuse, NY

Ithaca College

2003 - 2020 • 17 years

Ithaca, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Judson A

Series 63, Series 66, Series 65

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Wealth management General retirement planning Income planning Annuities Passive / index investing
user avatar

Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
user avatar

Logan C

Series 65

Homer, NY

Pragmatic Advisors, LLC

Logan Crandall is a financial advisor at Pragmatic Advisors, LLC with a Series 65 credential and experience dating back to 2021. His prior roles include positions at Northwestern Mutual, C&A Accounting, and Clark CPA PC. He also worked at Le Moyne and Hhs before entering the advisory field. Pragmatic Advisors provides portfolio management and investment services to individuals, pension and profit-sharing plans, and business entities, focusing on fundamental analysis and modern portfolio theory. The firm operates primarily on a non-discretionary basis, implementing portfolio changes only with client approval and typically recommending mutual funds, hedge funds, and private equity funds.

Wealth management Private / alternative investments
user avatar

Alicia T

Series 65, Series 63

Cazenovia, NY

Leigh Baldwin & CO., LLC

Alicia Testani is a financial advisor at Leigh Baldwin & Co., LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Order.co and WB Mason. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm combines fundamental and technical analysis with various investment strategies and offers services through multiple custodial platforms and third-party advisory programs.

Options & derivatives strategies Tax-loss harvesting
user avatar

Leigh B

Series 63, Series 65

Cazenovia, NY

Leigh Baldwin & CO., LLC

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Options & derivatives strategies Tax-loss harvesting
user avatar

Daniel P

Series 63, Series 65

Cazenovia, NY

Leigh Baldwin & CO., LLC

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and also spent 15 years with Newman Ladd Capital Advisors, LLC. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis and may use options strategies, managing approximately $285 million in discretionary assets through a team of 18 advisors.

Options & derivatives strategies Tax-loss harvesting
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