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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-12 |
| PA | RA | APPROVED | 2017-06-27 |
| TX | RA | APPROVED_RES | 2013-08-22 |
| FL | RA | APPROVED | 2011-02-14 |
Branch Locations
634 Alpha Drive, Ste 1200, Pittsburgh, PA 15238 • United States
12150 Monument Drive Ste 850, Fairfax, VA 22033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gregory J. Jacobs & Assoc. Llc | Pittsburg | PA | 05/2009 | Present |
| Voya Financial Advisors | Pittsburgh | PA | 09/2014 | Present |
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 PA DISTANCE LEARNING CHARTER SCHOOL POSITION: Board Member NATURE: Education Cyber School across the state of PA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2026 ADDRESS: 2605 Nicholson Road, Suite 4100, Sewickley PA 15143, United States DESCRIPTION: Board member with voting capabilities on motions brought forth on pertinent issues and policies related to the school
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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