Seminole, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Targeted Financial Services, LLC
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Firm-wide stats for Targeted Financial Services, LLC
About
Targeted Financial Services (TFS) provides financial planning, consulting, and discretionary investment management to individuals, high‑net‑worth clients, retirement plans, trusts, and business entities. The firm manages about $353 million on a discretionary basis and offers ERISA fiduciary services, including both 3(21) non‑discretionary consulting and 3(38) discretionary plan management.
TFS implements portfolios using a blend of fundamental and technical analysis, guided by asset‑allocation models that are reviewed at least semiannually; for certain client segments it uses licensed model portfolios from Fidelity delivered via the 55ip platform. The firm routinely invests across mutual funds, ETFs and individual stocks and bonds, and it may employ options and take long or short equity positions, recommend private placements for accredited investors, and—when authorized by the client—use margin/borrowing in managed accounts.
Noteworthy relative to peers, TFS explicitly discloses the use of derivatives (options and long/short positions) and the authorized use of borrowing in separately managed accounts, practices that are uncommon among comparable team firms. The brochure also discloses insurance activities by representatives and the firm’s use of specific custodial arrangements for retirement assets, which can create potential conflicts that the firm documents and addresses in its disclosures.
Based on Targeted Financial Services, LLC
Expertise
Based on Targeted Financial Services, LLC
Location
5666 Seminole Blvd, Suite 146
Seminole FL 33772
Advisors at this office
3
Advisors at this office
Jill G
Series 65
Seminole, FL
Targeted Financial Services, LLC
Jill Gibb is a financial advisor with Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation and 12 years of industry experience. She has worked at Triad Advisors, Inc. from 2013 to 2024 and has been with Targeted Financial Services since 2013. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a blend of fundamental and technical analysis with asset-allocation models and is notable for its use of derivatives and authorized borrowing in managed accounts.
Jake R
Series 65
Seminole, FL
Targeted Financial Services, LLC
Jake Rubin is a financial advisor at Targeted Financial Services, LLC in Seminole, FL, holding a Series 65 designation. He has one year of industry experience and prior work history at KnowBe4, Connectwise, and Ford Motor Company. Targeted Financial Services provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm manages approximately $353 million on a discretionary basis and employs a blend of fundamental and technical analysis with diversified investment strategies, including the use of derivatives and margin when authorized.
Alan R
Series 63, Series 65
Seminole, FL
Targeted Financial Services, LLC
Alan Rubin is a financial advisor at Targeted Financial Services, LLC with 34 years of industry experience. He has held roles at Osaic Wealth, Inc. and Triad Advisors, Inc. and holds Series 63 and Series 65 licenses. Rubin is also licensed as an insurance agent, selling various life, health, and accident insurance products. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental and technical analysis with proprietary allocation models and offers discretionary portfolio management and plan-level services.
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