Jacob G Versteeg

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 08/2020
  Scottrade
  Henderson, NV
• 09/2020 → 12/2022
  Lpl Financial Llc
  Scottsdale, AZ
• 01/2023 → Present
  Voya Financial Advisors
  Las Vegas, NV

Previous Registrations

• 2020-09-23 → 2023-01-27
  Lpl Financial Llc
  Henderson, NV
  Scottsdale, AZ
  Girdwood, AK
  San Diego, CA
• 2018-03-12 → 2020-09-09
  Td Ameritrade, Inc.
  Phoenix, AZ
  Omaha, NE
• 2018-03-12 → 2018-04-12
  Td Ameritrade Investment Management, Llc
  Phoenix, AZ
• 2017-02-03 → 2018-03-12
  Scottrade Investment Management
  Saint Louis, MO
• 2016-05-23 → 2016-07-07
  Cuna Brokerage Services, Inc.
  Wasilla, AK
  Palmer, AK
• 2015-08-05 → 2016-05-11
  Voya Financial Advisors, Inc.
  Scottsdale, AZ
  Phoenix, AZ
  Tucson, AZ
• 2010-12-07 → 2015-07-27
  Usaa Financial Planning Services
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-03
• S63 Uniform Securities Agent State Law Examination
  2006-07-20

Other Names

• Jacob G Versteeg
• Jacob G. Versteeg
• Jacob Versteeg