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Brian Anton Jakubiak

Voya Financial Advisors, Inc.

Tacoma, WA

Bloomington, MN

CRD 2723430

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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:

Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-03
TX RA APPROVED_RES 2020-04-30
MN RA APPROVED 2014-01-31
  • NY RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED_RES
    Since 2020-04-30
  • MN RA
    APPROVED
    Since 2014-01-31

Branch Locations

1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States

10800 Lyndale Avenue S., Suite 355, Bloomington, MN 55420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mn National Guard St. Paul MN 04/1990 Present
Voya Financial Advisors Minneapolis MN 09/2014 Present
  • 04/1990 → Present
    Mn National Guard
    St. Paul, MN
  • 09/2014 → Present
    Voya Financial Advisors
    Minneapolis, MN
Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 07/19/2017 ADDRESS: 10800 Lyndale Ave S, Suite 200, Bloomington MN 55420, United States DESCRIPTION: Sale of fixed insurance products. TWIN PINES FINANCIAL LLC POSITION: CO-OWNER NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/05/2016 ADDRESS: 10800 Lyndale Ave S, Suite 200, Bloomington MN 55420, United States DESCRIPTION: FINANCIAL SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-27
S63 Uniform Securities Agent State Law Examination 1996-03-28
  • S65 Uniform Investment Adviser Law Examination
    1999-07-27
  • S63 Uniform Securities Agent State Law Examination
    1996-03-28

View on SEC IAPD

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