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TJ

Trevor L. Jacobson

VOYA FINANCIAL ADVISORS
Las Vegas, NV
Some features on this profile are disabled
CRD#: 7052417
TJ

Professional summary

Trevor Lee Jacobson, who also goes by Trevor Lee Jacobson, Trevor Jacobson, is a registered financial professional currently at VOYA FINANCIAL ADVISORS, INC. located in Las Vegas, Nevada.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2019. Trevor has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Trevor Lee Jacobson | Trevor Jacobson

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.
OBA-68240|OrgNmn:Portland Retro Gaming Expo|Org Addr:Portland,Oregon,US|OBA Nature:Non profit that hosts an annua|Invst Rel:N|Title:Officer|Duties:Schedule and coordinate show functions and perform on-site duties with board members, volunteers, and convention center staff.|StrtDt:07-29-24|TotHrs/mon:10|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Trevor Lee Jacobson'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

August 11, 2025 - Present

VOYA FINANCIAL ADVISORS, INC.

RIA
BD
CRD#: 2882
Las Vegas, NV
Past

March 31, 2025 - July 8, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LAS VEGAS, NV
Past

June 16, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
LAS VEGAS, NV
Past

May 16, 2022 - July 8, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LAS VEGAS, NV
Past

October 18, 2019 - November 30, 2020

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Portland, OR
Past

May 22, 2019 - November 30, 2020

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PORTLAND, OR

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.
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.

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
Nevada
(8/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/14/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/11/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

NamePositionCRD#
VOYA HOLDINGS INC.100% SHAREHOLDER
BOHN, FREDERICK HENRYCHIEF FINANCIAL OFFICER5791728
DEPRATTI, JOHN JVP, OPERATIONS PRINCIPAL2927917
PAASCH, STEPHAN ANTHONYCHIEF COMPLIANCE OFFICER2968516
REILLY, JONATHAN FRANCISPRESIDENT2039032

Regulatory assets under management

Total Number of Accounts11,854
AUM (Assets Under Management)$ 2,744,735,129

Disclosures

Regulatory Event36
Arbitration9

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.

Company Information

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882Las Vegas, NV

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