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Gregory Jacobs

Voya Financial Advisors, INC.
32 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Jacobs is a registered investment advisor at Voya Financial Advisors, INC., based in Pittsburgh, PA, with 32 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
755 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

634 Alpha Drive, Ste 1200, Pittsburgh, PA, 15238

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other 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.
February 2011 - Present · 15 yrs 8 mos
Voya Financial Advisors, INC.Broker
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
Ing Financial Advisers, LLC
August 2006 - December 2010 · 4 yrs 4 mos
Ing Financial Advisers, LLCBroker
August 2004 - December 2010 · 6 yrs 4 mos
Gunnallen Financial, INC
March 2003 - August 2006 · 3 yrs 5 mos
Gunnallen Financial, INCBroker
March 2003 - August 2006 · 3 yrs 5 mos
First Montauk Securities CORP.Broker
April 1999 - March 2003 · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
November 1995 - April 1999 · 3 yrs 5 mos
Penn Capital Financial Services, INC.Broker
May 1995 - October 1995 · 5 mos
Dean Witter Reynolds INC.Broker
June 1994 - February 1995 · 8 mos
State Registrations21 states
CACTFLGAHIMAMDMEMNMTNCNYOHOKPASCTNTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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