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Jared + Rubin - Financial Advisor in Burlington, MA

Paladin Research Report For:

Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405
Burlington, MA 01803
339-234-5600

General Information

Firm Start Year
  • 2006
CRD#
  • 5228974
Firm CRD#
  • 104510
Name of Custodial Firm
  • Charles Schwab, TD Ameritrade and others.
Years of Experience in Financial Services
  • 12
Number of Years with Current Firm
  • 7

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, Certificate in Blockchain and Digital Assets
Securities Licenses
  • Series 66

Firm Information

Firm's Number of Clients
  • 1,150,000
Assets Managed by Firm
  • $205,600,000,000

Compensation and Fees

Fee Structure
  • Fee-Based

Disclosures

WiserAdvisor is a promoter for Financial Engines Advisors L.L.C. (Edelman Financial Engines), a federally registered investment adviser. As a promoter, WiserAdvisor may share with Edelman Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. WiserAdvisor is not a client, agent, representative or affiliate of Edelman Financial Engines. WiserAdvisor receives a referral fee from Edelman Financial Engines in exchange for each prospective client WiserAdvisor provides to Edelman Financial Engines. This referral fee is paid by Edelman Financial Engines and will not be passed on to you. Due to this arrangement, WiserAdvisor has an incentive to match you to Edelman Financial Engines as one of the options. Please click the Supplemental Disclosure for more information.

BASIC INFORMATION NEEDED FOR THE INQUIRY