GJ
Gregory J. Jacobs
VOYA FINANCIAL ADVISORS
Pittsburgh, PA 15238
Some features on this profile are disabled
CRD#: 1902676
GJ
Professional summary
Gregory Joseph Jacobs, who also goes by Greg Jacobs, Jake Jacobs, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Pittsburgh, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Gregory has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Jacobs | Jake Jacobs
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 634 ALPHA DRIVE STE 1200; PITTSBURGH; PA; 15238; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/1/2005; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| NAME OF ENTITY:GREGORY J. JACOBS & ASSOC. LLC; Yes; 634 ALPHA DRIVE STE 1200; PITTSBURGH; PA; 15238; FINANCIAL SERVICES/DBA; OWNER & PRESIDENT; 5/1/2009; 160; 160; SELL AND SERVICES OF INSURANCE & INVESTMENT PRODUCTS/USED FOR BUSINESS EXPENSES, TAX PURPOSES AND MARKETING| NAME OF ENTITY: MONARCH PROPERTY INVESTMENT GROUP; No; 1091 RURAL RIDGE DR; CHESWICK; PA; 15024; Real Estate; Owner; 4/15/2013; 5; 2; Maintain property| PITTSBURGH FIELD CLUB POSITION: Board of Directors NATURE: Sitting Board Member for a local Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2024 ADDRESS: 121 Field Club Road, Pittsburgh PA 15238, United States DESCRIPTION: Review and Establish all Club policies
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Joseph Jacobs's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gregory Joseph Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 14, 2011 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 634 Alpha Drive, Ste 1200, Pittsburgh, PA 15238RIA
BD
CRD#: 2882
Pittsburgh, PA
Current
December 22, 2010 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 634 Alpha Drive, Ste 1200, Pittsburgh, PA 15238RIA
BD
CRD#: 2882
Pittsburgh, PA
Past
August 14, 2006 - December 31, 2010
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
PITTSBURGH, PA
Past
August 11, 2004 - December 31, 2010
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
PITTSBURGH, PA
Past
March 6, 2003 - August 9, 2006
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
PITTSBURG, PA
Past
March 5, 2003 - August 9, 2006
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
PITTSBURG, PA
Past
April 16, 1999 - March 7, 2003
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
Past
November 3, 1995 - April 26, 1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
May 22, 1995 - October 27, 1995
PENN CAPITAL FINANCIAL SERVICES, INC.
BD
CRD#: 10640
PITTSBURGH, PA
Past
June 6, 1994 - February 27, 1995
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(12/14/2012)
RR
Connecticut(8/15/2025)
RR
Florida(12/22/2010)
IAR
Florida(2/14/2011)
RR
Georgia(1/3/2011)
RR
Hawaii(8/26/2020)
RR
Maine(12/22/2023)
RR
Maryland(7/15/2025)
RR
Massachusetts(4/19/2018)
RR
Minnesota(3/23/2023)
RR
Montana(7/9/2024)
RR
New York(1/3/2011)
IAR
New York(10/12/2022)
RR
North Carolina(1/12/2012)
RR
Ohio(1/3/2011)
RR
Oklahoma(10/13/2014)
RR
Pennsylvania(1/3/2011)
IAR
Pennsylvania(6/27/2017)
RR
South Carolina(8/4/2020)
RR
Tennessee(2/11/2020)
IAR
Texas(8/22/2013)
RR
Texas(9/6/2013)
RR
Virginia(7/15/2015)
RR
Washington(7/15/2025)
RR
West Virginia(1/3/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
