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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)37 years in industry

JUBIN KEYVAN

Advisor at PROFITABLE FINANCIAL STRATEGIES

ATLANTA, GA | CORAL SPRINGS, FL

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Search this name across graphsid dfx:ria:2838feee-2b56-50c5-e353-15e80ff411c2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 27, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROFITABLE FINANCIAL STRATEGIES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 7, 1997
First registration: Aug 27, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 2274097

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 5, 2024	n/a	yes	CORAL SPRINGS, FL\|ATLANTA, GA	Current employment
PROFITABLE FINANCIAL STRATEGIES	State registered	Sep 28, 1999	n/a	yes	CORAL SPRINGS, FL	Current employment
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Mar 30, 2007	Oct 11, 2024	no	HOLBROOK, NY	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 7, 2005	Mar 28, 2007	no	CORAL SPRINGS, FL	Previous registration
QUESTAR CAPITAL CORPORATION	n/a	Dec 1, 2004	Dec 31, 2005	no	CORAL SPRINGS, FL\|CORAL SPRINGS, FL	Previous registration
LEGACY ADVISORY SERVICES, INC.	n/a	Aug 27, 1999	Dec 13, 2004	no	CORAL SPRINGS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN PORTFOLIOS ADVISORS, INC	OSAIC ADVISORY SERVICES, LLC	Oct 11, 2024	Nov 5, 2024	25	Firm change	Ibd to ibd
QUESTAR ASSET MANAGEMENT, INC.	AMERICAN PORTFOLIOS ADVISORS, INC	Mar 28, 2007	Mar 30, 2007	2	Firm change	Other
QUESTAR CAPITAL CORPORATION	QUESTAR ASSET MANAGEMENT, INC.	Dec 31, 2005	Jan 7, 2005	-358	Bulk transfer	Other
LEGACY ADVISORY SERVICES, INC.	PROFITABLE FINANCIAL STRATEGIES	Dec 13, 2004	Sep 28, 1999	-1,903	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112697:171070:NY:2024-10-11	Oct 11, 2024	Nov 5, 2024	HOLBROOK, NY	Firm change

Relationships

Registered with (6)

→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Nov 5, 2024 to presentfactForm ADV
→ PROFITABLE FINANCIAL STRATEGIESRegistered adviserregistration: current employment
Sep 28, 1999 to presentfactForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Mar 30, 2007 to Oct 11, 2024factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 7, 2005 to Mar 28, 2007factForm ADV
→ QUESTAR CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Dec 1, 2004 to Dec 31, 2005factForm ADV
→ LEGACY ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Aug 27, 1999 to Dec 13, 2004factForm ADV

Dated events

Occurred
Oct 11, 2024
Advisor changed firm
Jubin Keyvan left American Portfolios Advisors, Inc for Osaic Advisory Services, Llc (registered 2024-11-05)
Form ADVobserved 5 days ago