Advisor at VOYA Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Girdwood, AK
Credentials
Series 63, Series 65
Industry experience
19 years
Jacob Versteeg is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at LPL Financial, Scottrade, and Matanuska Valley FCU. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Financial planning or consulting services may be charged on a flat fee basis; seminar fees up to $500 per person or up to $10,000 fixed fee to corporate sponsors
$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%
Commission-based compensation for certain products offered through the firm’s role as broker-dealer
Financial planning or consulting services fees may be charged hourly; specific rates negotiated with client
Account minimum: $1,000 (generally for the Investor Channel Unified Managed Account Program); $5,000 minimum for Fidelity Program Fee-only: Fees generally range from 0.75% to 2.50% depending on third-party money manager selected, size, and services
Girdwood, AK
Alaska · Arizona · Nevada
Voya Financial Advisors
2023 - Present (3 years)
LPL Financial
2020 - 2022 (2 years)
Scottrade
2016 - 2020 (4 years)
Matanuska Valley FCU
2016 - 2016 (1 year)
Cuna Brokerage Services, Inc.
2016 - 2016 (1 year)
Voya Financial Advisors, inc.
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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