Jubin Keyvan
Jubin Keyvan is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Coral Springs, FL, with 33 years of industry experience. Jubin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
Coral Springs, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jubin is the president of Javelin Enterprises Inc. DBA Profitable Financial Strategies, a registered investment advisor and insurance agency. Jubin is also an insurance agent with Javelin Enterprises, selling insurance products, dedicating about a quarter of his time to this activity, and serves as a board member/treasurer for the S. Florida FPA Chapter, spending minimal time.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Profitable Financial Strategies
Previous Registrations
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Chubb Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Fortis Investors, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.