Jay Rubinstein is a registered investment advisor at Sharp Circle Consulting, LLC, based in Northbrook, IL, with 23 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
425 Huehl, Building 7, Llg, Northbrook, IL, 60062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is a Director of Tax Services at Lipshultz, Levine & Gray, LLC, a CPA firm, since 1990. This is a full-time position and is not investment-related.
Employment History
Current Registrations
Sharp Circle Consulting, LLC
Previous Registrations
Oppenheimer & CO. INC.
Cibc World Markets CORP.
State Registrations1 state
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