Jacob Tristine
Investment adviser representative at Voya Financial Advisors, Inc.
11 yearsExperience
3 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
11 years in the industry.
- Voya Financial Advisors, Inc.Nov 2025 to now
- Fidelity InvestmentsJun 2022 to Oct 2025
- Slant� Management (olds Irish Social Club)Sep 2021 to Apr 2022
- Silver Sands Beach and Tennis ClubMay 2021 to Jul 2021
- Amwins Group Benefits, LLCOct 2020 to Apr 2022
- Silver Sands Beach and Tennis ClubMay 2020 to Sep 2020
- Silver Sands Beach and Tennis ClubMay 2019 to Sep 2019
- Providence CollegeAug 2018 to May 2022
- Silver Sands Beach and Tennis ClubMay 2018 to Sep 2018
- Silver Sands Beach and Tennis ClubMay 2017 to Sep 2017
- Chick Fil AJun 2016 to Jan 2017
- Xavier High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NY, 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
- 7586347
- Firm CRD
- 2882