Jake Rubin

Jake graduated from the University of Tampa in 2022 with a Bachelor of Science in Sports Management. Jake began his professional career in the technology sector as an Account Executive, where he specialized in customer relationships while driving new business growth. Although he thrived in building strategic partnerships and expanding clients to the firm, he found himself wanting to cultivate deeper, longer-lasting relationships rather than focusing primarily on transactional growth.

After interning with Targeted Financial Services over the years and witnessing the meaningful, multigenerational relationships built through thoughtful financial planning, he knew that investment and insurance advising was where he could provide value and create long-term relationships. Jake obtained his Series 65 license and is an Investment Adviser Representative, he is also Life and Health Insurance licensed. He is dedicated to helping individuals and families build, preserve, and transfer wealth.

Jake’s role at Targeted Financial Services is to support the current and next generation of clients. This focus is based on creating trusted partnerships with integrity, education, and long-term planning.

Outside of the office, he enjoys staying active through soccer, exercising and is an avid golfer.