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Jeffrey Rubin

Great Valley Advisor Group, LLC
46 Years of Experience
Boca Raton, FL
1 DisclosureBroker
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Jeffrey Rubin is a registered investment advisor at Great Valley Advisor Group, LLC, based in Boca Raton, FL, with 46 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3837 NW Boca Raton Blvd, Ste 100, Boca Raton, FL, 33431

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1998
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey provides investment advisory services through Great Valley Advisor Group, Inc., dedicating about 75% of his time. He also operates under the DBA JEFFRUB Wealth Management for his LPL business, spending about a quarter of his time on this.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
March 2022 - Present · 4 yrs 7 mos
LPL Financial LLCBroker
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
LPL Financial LLC
December 2025 - July 2026 · 7 mos
Gaines Financial Group
July 2016 - April 2022 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
July 2003 - July 2016 · 13 yrs
Wells Fargo Advisors, LLC
July 2003 - July 2016 · 13 yrs
Prudential Securities Incorporated
June 1994 - July 2003 · 9 yrs 1 mo
Prudential Securities IncorporatedBroker
October 1989 - July 2003 · 13 yrs 9 mos
Bear, Stearns & CO. INC.Broker
September 1981 - October 1989 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1980 - June 1983 · 3 yrs
State Registrations7 states
AZCACTFLMENJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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