Jonathan Rubin (CRD# 7137915) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
High Mountain Financial Coaching LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | New York, NY | Nov 2021 - Current | < 1 |
| J.p. Morgan Securities LLC | New York, NY | Nov 2021 - Current | < 1 |
| Unemployed | New York, NY | Oct 2021 - Oct 2021 | < 1 |
| Goldman Sachs | New York, NY | Jul 2021 - Sep 2021 | < 1 |
| Unemployed | Fort Mill, SC | Jun 2021 - Jun 2021 | < 1 |
| Clemson University | Clemson, SC | Aug 2017 - May 2021 | 3 |
| Clemson University | Clemson, SC | Mar 2020 - Mar 2021 | 1 |
| Goldman Sachs | New York, NY | Jul 2020 - Aug 2020 | < 1 |
| Wells Fargo | Charlotte, NC | Jun 2019 - Jan 2020 | < 1 |
| Mecklenburg Roofing Inc. | Charlotte, NC | Jun 2018 - Aug 2018 | < 1 |
| Charlotte Country Club Inc. | Charlotte, NC | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Charlotte, NC | Jul 2017 - Jul 2017 | < 1 |
| Ardrey Kell | Charlotte, NC | Aug 2013 - Jun 2017 | 3 |
| Swim Club Management Group | Charlotte, NC | May 2016 - Sep 2016 | < 1 |
| Harris Teeter | Charlotte, NC | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Charlotte, NC | Nov 2011 - Jul 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NY
-
Total Assets Under Management229,725MILLIONS
-
Total Number of Accounts856,594ACCOUNTS
-
Average Account Value$268,184
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.