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Jason Rubin

CONVERSANT CAPITAL LLC·SUMMIT, New Jersey
Unclaimed Profile
25 DEFOREST AVENUE, SUMMIT, NJ 07901CRD# 5020579Firm CRD# 308201
01

About

Jason Rubin is a registered financial advisor based in SUMMIT, New Jersey, affiliated with CONVERSANT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONVERSANT CAPITAL LLC
CONVERSANT CAPITAL LLC
AUM
$1.9B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CONVERSANT CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5020579
Firm CRD# 308201
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Rubin offer?
Jason Rubin specializes in Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Jason Rubin's credentials?
Jason Rubin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Rubin located?
Jason Rubin is based in SUMMIT, New Jersey, working with CONVERSANT CAPITAL LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Jason Rubin charge for services?
Jason Rubin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVERSANT CAPITAL LLC?
CONVERSANT CAPITAL LLC has approximately 14 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ronald Allan Karp — SUMMIT PRIVATE INVESTMENTS, INC.Richard Dennis Chase — SOLUS ALTERNATIVE ASSET MANAGEMENT LPTyler G. Reeder — ENERGY CAPITAL PARTNERS MANAGEMENT, LPMurray D. Karp — ENERGY CAPITAL PARTNERS MANAGEMENT, LPBryant Daniels — CONVERSANT CAPITAL LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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