Jay Rubinstein, financial advisor Northbrook IL
93 score

Jay Rubinstein

CRD Number: 4472222
Current Firm: Sharp Circle Consulting, LLC

Jay Rubinstein (CRD# 4472222) is an Investment Advisor Representative working at Sharp Circle Consulting, LLC in Northbrook, IL and has over 14 years of experience in the finance industry.

Similar Advisors
Allen Kutchins, financial advisor Northbrook IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Similar Advisors
Daniel Lockwood, financial advisor Northbrook IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Similar Advisors
Jonathan Rogers, financial advisor Northbrook IL
Jonathan M. Rogers
CRD# 5307693
Forum Financial Management, LP
Company Name Location Dates Years
Sharp Circle Consulting, LLC Northbrook, IL Dec 2014 - Current 1
Oppenheimer & Company, Inc. New York, NY Jan 2003 - Current 13
Lipshultz, Levin & Gray, LLC Northbrook, IL Jul 1990 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Jay M. Rubinstein
Phone Number: 847-272-5300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Jay Rubinstein and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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.