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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • NY RA
    APPROVED
    Since 2022-10-12
  • PA RA
    APPROVED
    Since 2017-06-27
  • TX RA
    APPROVED_RES
    Since 2013-08-22
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gregory J. Jacobs & Assoc. Llc Pittsburg PA 05/2009 Present
Voya Financial Advisors Pittsburgh PA 09/2014 Present
  • 05/2009 → Present
    Gregory J. Jacobs & Assoc. Llc
    Pittsburg, PA
  • 09/2014 → Present
    Voya Financial Advisors
    Pittsburgh, PA
Previous Registrations
  • 2006-08-14 → 2010-12-31
    Voya Financial Partners, Llc
    Pittsburgh, PA
    Independence, OH
    Pittsburgh, PA
    Wexford, PA
  • 2003-03-06 → 2006-08-09
    Gunnallen Financial, Inc
    Pittsburgh, FL
    Pittsburg, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-02
S63 Uniform Securities Agent State Law Examination 1994-06-16
  • S65 Uniform Investment Adviser Law Examination
    1996-04-02
  • S63 Uniform Securities Agent State Law Examination
    1994-06-16
Other Names
  • Jake Jacobs
  • Greg Jacobs

View on SEC IAPD

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