Jeffrey Rubin, financial advisor Bethesda MD
88 score

Jeffrey Rubin

CRD Number: 6330155
Current Firm: Bridgewater Wealth & Financial Management, LLC

Jeffrey Rubin (CRD# 6330155) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bridgewater Wealth & Financial Management, LLC Bethesda, MD Jan 2014 - Current 2
Bridgewater Wealth & Financial Management, LLC Bethesda, MD Mar 2013 - Dec 2013 < 1
The University Of Arizona Tucson, AZ Aug 2009 - Dec 2012 3
Miami University Oxford, OH Aug 2008 - Apr 2009 < 1
Thomas S. Wootton High School Rockville, MD Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Jeffrey A. Rubin
Phone Number: 301-656-1200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    829
    MILLIONS
  • Total Number of Accounts
    2,603
    ACCOUNTS
  • Average Account Value
    $318,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, DE, FL, LA, MD, NE, NJ, NY, PA, TN, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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