Jake Rubin
Targeted Financial Services · Seminole, Florida
Jake Rubin is a fee-only financial advisor at Targeted Financial Services in Seminole, Florida. Jake focuses on retirement planning and estate & legacy planning. Targeted Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Targeted Financial Services |
|---|---|
| Based in | Seminole, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $353.4M across 788 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 8225743 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.targetedfinancial.com |
| Profile |
How Jake's firm compares
- Targeted Financial Services's average account is about $449,000, from its Form ADV (assets managed divided by 788 accounts).
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Questions about Jake
Is Jake Rubin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Targeted Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake's firm, Targeted Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jake Rubin based?
Jake Rubin is based in Seminole, Florida.
What does Jake specialize in?
Jake's specialties include retirement planning and estate & legacy planning.
Is Jake Rubin registered with the SEC?
Yes. Jake Rubin is registered as an investment adviser representative in FL and NJ (CRD 8225743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Targeted Financial Services manage?
Targeted Financial Services reports $353.4M across 788 accounts in assets under management.
How do I contact Jake Rubin?
Through Jake's website, www.targetedfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Targeted Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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