Gregory Jacobs
Gregory Jacobs is a registered investment advisor at Voya Financial Advisors, INC., based in Pittsburgh, PA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
634 Alpha Drive, Ste 1200, Pittsburgh, PA, 15238
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Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Gregory is an independent insurance agent selling fixed insurance products since 2005, and owner & president of Gregory J. Jacobs & Assoc. LLC, offering insurance and investment products since 2009; both activities take nearly full-time. He also owns Monarch Property Investment Group, a real estate venture, requiring minimal time, and sits on the board of directors for a local country club, dedicating minimal time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
First Montauk Securities CORP.Broker
Raymond James Financial Services, INC.Broker
Penn Capital Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.