Jacob G. Versteeg

VOYA FINANCIAL ADVISORS

Las Vegas, NV

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CRD#: 5058667

Professional summary

Jacob G Versteeg, who also goes by Jacob G Versteeg, Jacob G. Versteeg, Jacob Versteeg, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Las Vegas, Nevada.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jacob has worked at 14 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob G Versteeg | Jacob G. Versteeg | Jacob Versteeg

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob G Versteeg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jacob G Versteeg's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 23, 2023 - Present

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

Las Vegas, NV

Current

January 23, 2023 - Present

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

West Des Moines, IA

Past

September 23, 2020 - January 27, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

Girdwood, AK

Past

September 22, 2020 - January 27, 2023

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 12, 2018 - April 12, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Phoenix, AZ

Past

March 12, 2018 - September 9, 2020

TD AMERITRADE, INC.

RIA

CRD#: 7870

Phoenix, AZ

Past

March 12, 2018 - September 9, 2020

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

February 3, 2017 - March 12, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

July 18, 2016 - March 12, 2018

SCOTTRADE, INC.

CRD#: 8206

MESA, AZ

Past

May 23, 2016 - July 7, 2016

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

WASILLA, AK

Past

May 23, 2016 - July 7, 2016

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WASILLA, AK

Past

August 5, 2015 - May 11, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

PHOENIX, AZ

Past

July 23, 2015 - May 11, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

PHOENIX, AZ

Past

December 7, 2010 - July 27, 2015

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

June 4, 2010 - July 27, 2015

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

September 10, 2009 - March 15, 2010

WADDELL & REED

CRD#: 866

ANCHORAGE, AK

Past

May 22, 2009 - July 23, 2009

SLD AMERICA EQUITIES, INC.

CRD#: 36259

MINOT, ND

Past

February 27, 2008 - April 29, 2009

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

SCOTTSDALE, AZ

Past

June 18, 2007 - February 28, 2008

DIRECTED SERVICES LLC

CRD#: 21675

DES MOINES, IA

Past

July 12, 2006 - April 26, 2007

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

SCOTTSDALE, AZ

Past

December 7, 2005 - July 12, 2006

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

HARTFORD, CT

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.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA

Registered Investment Advisory firm - SEC (7/11/1994 Approved)

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.

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

Alaska
(1/23/2023)

IAR

Alaska
(1/23/2023)

Nevada
(1/23/2023)

IAR

Nevada
(2/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/23/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/21/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/28/2023

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/25/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA

Registered Investment Advisory firm - SEC (7/11/1994 Approved)

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

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (12/10/2025)

PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (12/10/2025)

PART 2A APPENDIX OF FORM ADV: INVESTOR CHANNEL WRAP FEE PROGRAM BROCHURE (12/10/2025)

Direct owners and executive officers

Name	Position	CRD#
VOYA HOLDINGS INC.	100% SHAREHOLDER
BOHN, FREDERICK HENRY	CHIEF FINANCIAL OFFICER	5791728
DEPRATTI, JOHN J	VP, OPERATIONS PRINCIPAL	2927917
PAASCH, STEPHAN ANTHONY	CHIEF COMPLIANCE OFFICER	2968516
REILLY, JONATHAN FRANCIS	PRESIDENT	2039032

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.

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Firm Stability Insights

Jacob G. Versteeg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob G Versteeg's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jacob G Versteeg's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

WADDELL & REED

SLD AMERICA EQUITIES, INC.

VOYA INVESTMENTS DISTRIBUTOR, LLC

DIRECTED SERVICES LLC

VOYA INVESTMENTS DISTRIBUTOR, LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

VOYA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2010

Series 63

Date: 7/20/2006

Series 52TO

Date: 1/23/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2009

Series 6

Date: 11/21/2005

Series 53

Date: 8/28/2023

Series 24

Date: 7/25/2017

FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

VOYA FINANCIAL ADVISORS, INC.

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