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Jake Robert Rubin

Targeted Financial Services, LLC

Seminole, FL

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Current Employers
Targeted Financial Services, Llc

5666 Seminole Blvd Suite 146, Seminole, FL 33772 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-06
NJ RA APPROVED 2026-03-05
  • FL RA
    APPROVED
    Since 2026-03-06
  • NJ RA
    APPROVED
    Since 2026-03-05

Branch Locations

5666 Seminole Blvd Suite 146, Seminole, FL 33772 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Manalapan NJ 02/2016 06/2018
Student Tampa FL 08/2018 05/2022
Ford Motor Company Tampa FL 08/2022 02/2023
Connectwise Tampa FL 02/2023 01/2024
Knowbe4 Clearwater FL 02/2024 01/2025
Targeted Financial Services Seminole FL 03/2025 Present
Targeted Financial Services, Llc Seminole FL 03/2025 Present
  • 02/2016 → 06/2018
    Student
    Manalapan, NJ
  • 08/2018 → 05/2022
    Student
    Tampa, FL
  • 08/2022 → 02/2023
    Ford Motor Company
    Tampa, FL
  • 02/2023 → 01/2024
    Connectwise
    Tampa, FL
  • 02/2024 → 01/2025
    Knowbe4
    Clearwater, FL
  • 03/2025 → Present
    Targeted Financial Services
    Seminole, FL
  • 03/2025 → Present
    Targeted Financial Services, Llc
    Seminole, FL
Other Businesses

Jake Rubin is a licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12
Other Names
  • Jake Rubin

View on SEC IAPD

Other Firms

CROSSPLAN MONEY MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
FLORIO WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JOHN RANDOLPH PALM
ALBERT BERYL LEWIS
RAYMOND RUSSELL MCKENNEY
JILL LINDA GIBB
ALAN RUBIN
Aaron Edwin Middleton
Lisa Galish
RYAN BELFIORE

Other Offices

CROSSPLAN MONEY MANAGEMENT · SEMINOLE, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Seminole, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEMINOLE, FL
LPL ENTERPRISE, LLC · SEMINOLE, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Seminole, FL
CETERA INVESTMENT ADVISERS LLC · SEMINOLE, FL
FLORIO WEALTH MANAGEMENT, LLC · SEMINOLE, FL
WELLS FARGO CLEARING SERVICES, LLC · SEMINOLE, FL

More in Seminole, FL

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