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Jake Robert Rubin

Targeted Financial Services, LLC

Seminole, FL

CRD 8225743

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Employer firm

Targeted Financial Services, LLC CRD 129049

$353M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

CROSSPLAN MONEY MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JOHN RANDOLPH PALM
ALBERT BERYL LEWIS
RAYMOND RUSSELL MCKENNEY

Nearby Offices

CROSSPLAN MONEY MANAGEMENT · SEMINOLE, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Seminole, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEMINOLE, FL

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