Jason P. Rubin
Associate Vice President, Wealth Management,
Financial Advisor,
Portfolio Manager,
Workplace Advisor - Equity Compensation
Direct:
(717) 730-1833(717) 730-1833
Toll-Free:
(800) 237-1700(800) 237-1700
My Mission Statement
My mission is to help you make your wealth work as effectively and efficiently as possible. It starts by understanding what is really important to you, whether that is retirement, child's education, or asset preservation for heirs. We seek to create a thorough, integrated financial plan that allows you to live the life you envision for yourself and your family.
My Story and Services
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Services Include
- Wealth ManagementFootnote1
- Asset Management
- Financial PlanningFootnote2
- Cash Management and Lending ProductsFootnote3
- Alternative InvestmentsFootnote4
- Retirement PlanningFootnote5
- Estate Planning StrategiesFootnote6
- Planning for Education FundingFootnote7
- Business PlanningFootnote8
- 401(k) Rollovers
- Trust ServicesFootnote9
Securities Agent: OH, RI, MT, LA, DC, DE, AZ, IN, UT, NJ, MN, MI, FL, CA, WA, CT, NY, TN, NC, KY, WI, TX, SC, PA, ME, KS, IL, AL, MO, WV, VA, NV, MD, MA, GA, CO, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 1807583
NMLS#: 1807583
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My family practice is built on the delivery of comprehensive wealth management services to a select group of clients.
My clients include:
• Families spanning multiple generations
• Hard-working individuals in the private and public sectors
• Self-made entrepreneurs and business owners
• Professionals in the legal and medical fields
• Retirees and individuals planning for retirement
• Women seeking guidance for themselves and their families
• Referrals from existing clients and industry professionals
• Retired and active duty military
While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy.
I strive to provide the knowledge and insights you need to succeed in today’s fast-paced world, so you may enjoy your wealth and leave the legacy you desire.
My clients include:
• Families spanning multiple generations
• Hard-working individuals in the private and public sectors
• Self-made entrepreneurs and business owners
• Professionals in the legal and medical fields
• Retirees and individuals planning for retirement
• Women seeking guidance for themselves and their families
• Referrals from existing clients and industry professionals
• Retired and active duty military
While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy.
I strive to provide the knowledge and insights you need to succeed in today’s fast-paced world, so you may enjoy your wealth and leave the legacy you desire.
I come to work every day focused on making a real difference in the lives of my clients. I believe in the following core values that underscore my commitment to an exceptional client experience.
Caring Relationships
I am dedicated to building deep and caring relationships with you and your family. The bond I form is fundamental to our mission and it is my hope that it spans generations. My goal is to be the last financial advisor you will ever hire.
Disciplined Process
A goals-based approach identifies and implements appropriate solutions – from portfolio management and retirement planning to risk management and banking services. Through each step, I provide objective advice and investment insights to construct a wealth management plan that is uniquely yours.
Ongoing Education
Financial education is a vital element of my practice and helps ensure continuity as wealth moves from one generation to the next. I believe it is my responsibility to assist you and family members as they face important financial challenges. I am here to answer critical questions that may impact the long-term wealth of your extended family.
Tailored Service
I recognize every client is different. Some require in-depth explanations of investment concepts, while others understand those concepts thoroughly and prefer advisors with whom they can formulate strategies. I am committed to helping you achieve your goals in a manner that aligns with your expectations of a concierge experience.
Caring Relationships
I am dedicated to building deep and caring relationships with you and your family. The bond I form is fundamental to our mission and it is my hope that it spans generations. My goal is to be the last financial advisor you will ever hire.
Disciplined Process
A goals-based approach identifies and implements appropriate solutions – from portfolio management and retirement planning to risk management and banking services. Through each step, I provide objective advice and investment insights to construct a wealth management plan that is uniquely yours.
Ongoing Education
Financial education is a vital element of my practice and helps ensure continuity as wealth moves from one generation to the next. I believe it is my responsibility to assist you and family members as they face important financial challenges. I am here to answer critical questions that may impact the long-term wealth of your extended family.
Tailored Service
I recognize every client is different. Some require in-depth explanations of investment concepts, while others understand those concepts thoroughly and prefer advisors with whom they can formulate strategies. I am committed to helping you achieve your goals in a manner that aligns with your expectations of a concierge experience.
My process focuses on you and your family – where you are today and where you want to go. Working together, I develop the strategies to help get you there, while navigating the challenges of today’s financial markets.
Step 1: Discovery
I begin with an in-depth conversation where I listen carefully to understand what is important to you, your family and your legacy. I learn about the values that shape your decisions and identify any challenges and circumstances unique to your personal situation.
Step 2: Analysis
Next, I review your current and future financial situation, identify any potential shortfalls and discuss the impact of unexpected life events. In this step, I may also reach out to your CPA and estate attorney to understand your existing tax and estate plans so I can coordinate the strategies into one cohesive plan.
Step 3: Plan Development
Here, I prepare and present a comprehensive wealth management plan that addresses your individual income and cash flow needs, investment objectives and guidelines, and risk parameters.
Step 4: Implementation
With my guidance, you will have access to a comprehensive array of strategies, services and programs that work in tandem to help grow, preserve and transfer your wealth, while aligning with your personal goals and aspirations. These strategies often include banking and lending services, cash management, insurance coverage and legacy planning.
Step 5: Ongoing Service
I diligently oversee your progress and review the performance of your plan through ongoing calls and meetings. I may recommend adjustments over time, due to changing market conditions or changes in your personal circumstances, seeking to keep you on track towards achieving your goals.
Step 1: Discovery
I begin with an in-depth conversation where I listen carefully to understand what is important to you, your family and your legacy. I learn about the values that shape your decisions and identify any challenges and circumstances unique to your personal situation.
Step 2: Analysis
Next, I review your current and future financial situation, identify any potential shortfalls and discuss the impact of unexpected life events. In this step, I may also reach out to your CPA and estate attorney to understand your existing tax and estate plans so I can coordinate the strategies into one cohesive plan.
Step 3: Plan Development
Here, I prepare and present a comprehensive wealth management plan that addresses your individual income and cash flow needs, investment objectives and guidelines, and risk parameters.
Step 4: Implementation
With my guidance, you will have access to a comprehensive array of strategies, services and programs that work in tandem to help grow, preserve and transfer your wealth, while aligning with your personal goals and aspirations. These strategies often include banking and lending services, cash management, insurance coverage and legacy planning.
Step 5: Ongoing Service
I diligently oversee your progress and review the performance of your plan through ongoing calls and meetings. I may recommend adjustments over time, due to changing market conditions or changes in your personal circumstances, seeking to keep you on track towards achieving your goals.
I believe financial education leads to better understanding of how to manage your assets and protect your family. Throughout the year, we host a number of activities that focus on all aspects of your life. My ultimate goal is to help simplify your life and strengthen your family’s financial security.
I look forward to seeing you at our upcoming events. Please check back regularly for updates on additional activities we hold throughout the year.
I look forward to seeing you at our upcoming events. Please check back regularly for updates on additional activities we hold throughout the year.
Location
214 Senate Ave
7th Fl
Camp Hill, PA 17011
US
Direct:
(717) 730-1833(717) 730-1833
Toll-Free:
(800) 237-1700(800) 237-1700
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jason P. Rubin today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
