Jacob Mitchell Overbey
Investment adviser representative at Voya Financial Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Voya Financial Advisors, Inc.Jul 2024 to now
- Raymond James & Associates, Inc.Feb 2021 to Jul 2024
- BancorpsouthJan 2019 to Jan 2021
- BancorpsouthJan 2017 to Dec 2018
- BancorpsouthJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7334841
- Firm CRD
- 2882