Jake Rubin is a registered investment advisor at Targeted Financial Services, LLC, based in Seminole, FL. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 501 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFS charges an annual fee based on a percentage of the value of your investments. This fee is calculated each quarter based on the value of your investments at the end of the previous quarter. The annual fee ranges from 0.50% to 1.50%, depending on the amount of assets being managed and the type of investment management services provided.
Location
5666 Seminole Blvd, Suite 146, Seminole, FL, 33772
Get directionsHistory
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 →Employment History
Current Registrations
Targeted Financial Services, LLC
State Registrations2 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.