Gregory
Jacobs

Voya Financial Advisors, Inc

CRD#1902676
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Gregory Jacobs is a financial advisor operating out of Pittsburgh, Pennsylvania who has 12 years of relevant experience. Jacobs is an employee of Voya Financial Advisors, Inc. Jacobs has gained experience at Gregory J. Jacobs & Assoc. LLC, Ing Financial Partners, Inc and Voya Financial Advisors. Jacobs holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, New York, Pennsylvania and Texas. Voya Financial Advisors, Inc is a financial advisory business that has its headquarters in Windsor, CT. The investment advisory business has offices in 299 locations and a total of 605 people on staff. It oversees $2 billion in assets among its 13,909 accounts, making it one of the largest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 13,909 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the services provided. Fee types billed by Voya Financial Advisors, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

634 Alpha Drive, Ste 1200
Pittsburgh, PA 15238

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

PA Average: $5,297,377,271
Total Number of Employees

605

PA Average: 35
Total Number of Accounts

13,909

PA Average: 690
Average Account Size

$173,339

PA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Jacobs Work History

Gregory has been registered as a financial advisor for 12 years.*

2014 - Present (10 years)

Voya Financial Advisors

2009 - Present (15 years)

Gregory J. Jacobs & Assoc. LLC

2011 - 2014 (3 years)

Ing Financial Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Jacobs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Voya Financial Advisors, Inc

Michael Sotile
Nashville, TN
Christopher Nicola
Independence, OH
Maureen Weir
Windsor, CT
Joseph Ade
Independence, OH
Raymond Coscia
Braintree, MA
Chitman Uppal
Upper Darby, PA
Scott Andrews
Windsor, CT
Roosevelt Terry
Windsor, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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