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Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Girdwood, AK
Voya financial Advisors, Inc.
Enterprise
Jacob Versteeg is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at LPL Financial LLC and Scottrade. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, focusing primarily on non-discretionary recommendations.
Based on Voya financial Advisors, Inc.
Based on Voya financial Advisors, Inc.
Flat fees for financial planning or consulting services, negotiable, up to maximum $100,000 per plan per year for plan sponsor services; seminar fees up to $500 per person
$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%
Available through broker-dealer services; commissions apply for certain products
Hourly consulting fees up to $500/hour
Minimum fee: Minimum account balances vary by program; Fidelity Program has a $5,000 minimum account balance; Investor Center Unified Managed Account Program generally requires minimum $1,000 depending on Strategist selected; other programs have variable minimums, negotiable under circumstances Fee-only: Financial planning or consulting fees based on flat fee or hourly basis; typical hourly rates up to $500/hour; flat fees negotiable
Girdwood, AK
Girdwood AK
Advisors at this office
1
Alaska · Arizona · Nevada
20 years of industry experience
Voya Financial Advisors
2023 - Present • 3 years
Las Vegas, NV
LPL Financial LLC
2020 - 2022 • 2 years
Scottsdale, AZ
Scottrade
2016 - 2020 • 4 years
Henderson, NV
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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