Targeted Financial Services, LLC

Targeted Financial Services, LLC (CRD# 129049) is a financial advisory firm headquartered in Neptune City, NJ. They manage $282,639,691 in 397 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3301 Route 66, Building A/2nd Fl., Suite 220b, Neptune City, NJ 07753
https://www.targetedfinancial.com
By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $711,939
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, KY, NJ, NY, PA, TX

Financial Advisors at Targeted Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jill Gibb, financial advisor Neptune City NJ
Jill L. Gibb
CRD#: 4784885
3301 Route 66, Building A/2nd Fl., Suite 220b, Neptune City, NJ 07753

Jill Gibb (CRD# 4784885) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Neptune City, NJ and has over 9 years of experience in the finance industry.

2
James Payne Jr, financial advisor Boerne TX
James C. Payne Jr
CRD#: 2776808
Boerne, TX

James Payne Jr (CRD# 2776808) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Boerne, TX and has over 27 years of experience in the finance industry.

3
Alan Rubin, financial advisor Neptune City NJ
Alan Rubin
CRD#: 2190957
3301 Route 66, Building A/2nd Fl., Suite 220b, Neptune City, NJ 07753

Alan Rubin (CRD# 2190957) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Neptune City, NJ and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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