# TARGETED FINANCIAL SERVICES, LLC

TARGETED FINANCIAL SERVICES, LLC of SEMINOLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 129049
- Type: SEC-registered investment adviser
- SEC file number: 801-62542
- Location: 5666 SEMINOLE BLVD, SUITE 146, SEMINOLE, FL, 33772
- Phone: 732-750-9880
- Latest filing: 2026-03-20
- Regulatory AUM: $353.4M
- Discretionary AUM: $353.4M
- Clients: 5
- Accounts: 788

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| James Charles Payne Jr | MEMBER / CCO, COO | — |
| Alan Rubin | MEMBER, CFO, CEO | — |
| RUBIN KENNETH ALAN | MEMBER; MEMBER, CFO, CEO | — |
| GREEN JONATHAN ISRAEL | MEMBER | — |
| RUBIN ALAN NMN | MEMBER | — |
| PAYNE JAMES CHARLES | MEMBER; MEMBER / CCO, COO; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| GABBAY OFER EPHRAIM | MEMBER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 830-443-9670 |
| NEPTUNE | NJ | 1 | 732-750-1004 |
| — | — | 1 | 830-443-9670 |
| NEPTUNE | NJ | 1 | 732-750-1004 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129049/similar
- Related entities: https://search.stillhousedata.com/firm/129049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.