Jacob Dickson
Investment adviser representative at Voya Financial Advisors, Inc.
12 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
12 years in the industry.
- Voya Financial Advisors, Inc.Apr 2026 to now
- LPL Enterprise, LLCNov 2024 to Apr 2026
- The Prudential Insurance Company of AmericaAug 2023 to Apr 2026
- Pruco Securities LLCNov 2022 to Nov 2024
- Bloomfield LogisticsJul 2022 to Dec 2023
- Ipswich Country ClubJun 2021 to Aug 2021
- BuckleguyDec 2020 to Jan 2021
- Parker FenceMay 2019 to Aug 2020
- Keene State CollegeAug 2018 to Jun 2022
- Nick's Place PizzaMay 2017 to Aug 2018
- Pentucket Regional High SchoolSep 2014 to Jun 2018
Exams passed
- 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
- 7658751
- Firm CRD
- 2882