Jordan
Rubin
Modera Wealth Management, LLC
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About this Advisor
Jordan Rubin is a certified financial planner and chartered financial analyst working out of Mc Lean, Virginia with a total of 1 year of relevant experience. Rubin is currently employed by Modera Wealth Management, LLC. Their career trajectory has included roles at Manchester Capital Management LLC, Evermay Wealth Management, LLC, Bernhardt Wealth Management, Inc, Modera Wealth Management, LLC, Pool Management Inc, University Of Virginia and University Of North Carolina. Rubin has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Texas and Virginia. Modera Wealth Management, LLC is a registered investment firm operating out of Westwood, NJ. The firm has offices in 11 locations and a total of 111 advisors. It controls $7 billion in assets among its 10,050 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 35 charitable organizations. Of its 10,050 accounts, 54% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Modera Wealth Management, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fees charged by Modera Wealth Management, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Modera Wealth Management, LLC Brokerage Details
$6,800,794,762
111
10,050
$676,696
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jordan Rubin Work History
Jordan has been registered as a financial advisor for 1 years.*
Modera Wealth Management, LLC
Bernhardt Wealth Management, Inc
Evermay Wealth Management, LLC
Manchester Capital Management LLC
Pool Management Inc
Pool Management Inc
University Of Virginia
Pool Management Inc
University Of Virginia
University Of North Carolina
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Rubin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Modera Wealth Management, LLC
Inverness, FL
Bountiful, UT
Boston, MA
Charlotte, NC
Westwood, NJ
Atlanta, GA
Boston, MA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
