Targeted Financial Services, LLC

Targeted Financial Services, LLC (CRD# 129049) is a financial advisory firm headquartered in Holmdel, NJ. They manage $158,003,788 in 844 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    844
    ACCOUNTS
  • Average Account Value
    $187,208
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, NH, NJ, NY, PA, TX

Financial Advisors at Targeted Financial Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan I. Green
CRD#: 4160205
960 Holmdel Road, Building 2, Holmdel, NJ 07733
96
Wealthminder
score

Jonathan Green (CRD# 4160205) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Holmdel, NJ and has over 17 years of experience in the finance industry. Jonathan Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ofer E. Gabbay
CRD#: 4160262
960 Holmdel Road, Building 2, Holmdel, NJ 07733
93
Wealthminder
score

Ofer Gabbay (CRD# 4160262) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Holmdel, NJ and has over 17 years of experience in the finance industry.

3
James C. Payne Jr
CRD#: 2776808
Boerne, TX
93
Wealthminder
score

James Payne Jr (CRD# 2776808) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Boerne, TX and has over 20 years of experience in the finance industry.

4
Alan Rubin
CRD#: 2190957
960 Holmdel Road, Building 2, Holmdel, NJ 07733
93
Wealthminder
score

Alan Rubin (CRD# 2190957) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Holmdel, NJ and has over 24 years of experience in the finance industry.

5
Jill L. Gibb
CRD#: 4784885
960 Holmdel Road, Building 2, Holmdel, NJ 07733
76
Wealthminder
score

Jill Gibb (CRD# 4784885) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Holmdel, NJ and has over 2 years of experience in the finance industry.

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