Jake R. Rubin

TARGETED FINANCIAL SERVICES

SEMINOLE, FL 33772

CRD#: 8225743

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Professional summary

Jake Robert Rubin, who also goes by Jake Rubin, is a registered financial advisor currently at TARGETED FINANCIAL SERVICES, LLC located in Seminole, Florida.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jake has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Rubin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Robert Rubin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 5, 2026 - Present

TARGETED FINANCIAL SERVICES, LLC

Office #1: 5666 Seminole Blvd Suite 146, Seminole, FL 33772

RIA

CRD#: 129049

SEMINOLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TARGETED FINANCIAL SERVICES, LLC

CRD#: 129049 / SEC#: 801-62542

RIA

Registered Investment Advisory firm - (12/19/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/6/2026)

IAR

New Jersey
(3/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2026

Uniform Investment Adviser Law Examination

Current Firm

TARGETED FINANCIAL SERVICES, LLC

CRD#: 129049 / SEC#: 801-62542

RIA

Registered Investment Advisory firm - (12/19/2003 Approved)

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Contact information

Main Address

5666 Seminole Blvd Suite 146, Seminole, FL 33772

Mailing Address

3301 Route 66 Building A 2nd Flr, Neptune, NJ, 07753

Phone number

(732) 750-9880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TARGETED FINANCIAL SERVICES, LLC DISCLOSURE BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts	788
AUM (Assets Under Management)	$ 353,427,211

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jake R. Rubin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Robert Rubin's CRS (Customer Relationship Summary).

Certified licenses

Experience

TARGETED FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TARGETED FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2026

Current Firm

TARGETED FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TARGETED FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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