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Jennifer Courtney Goldfarb

AGAMERICA LENDING LLC·LAKELAND, Florida
Clean recordAGAMERICA LENDING LLC
4030 SOUTH PIPKIN RD., LAKELAND, FL 33811CRD# 6388937Firm CRD# 164866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Courtney Goldfarb · LAKELAND, FL
Registration
CRD #6388937 · AGAMERICA LENDING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Courtney Goldfarb is a registered financial advisor based in LAKELAND, Florida, affiliated with AGAMERICA LENDING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AGAMERICA LENDING LLC
AGAMERICA LENDING LLC
AUM
$1.8B
Regulatory assets under management
Employees
133
Total firm employees
View all advisors at AGAMERICA LENDING LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6388937
Firm CRD# 164866
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Courtney Goldfarb offer?
Jennifer Courtney Goldfarb specializes in Retirement Planning. Contact their office in LAKELAND, Florida for a consultation.
What are Jennifer Courtney Goldfarb's credentials?
Jennifer Courtney Goldfarb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Courtney Goldfarb located?
Jennifer Courtney Goldfarb is based in LAKELAND, Florida, working with AGAMERICA LENDING LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Jennifer Courtney Goldfarb charge for services?
Jennifer Courtney Goldfarb'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 AGAMERICA LENDING LLC?
AGAMERICA LENDING LLC has approximately 133 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGAMERICA LENDING LLC

Brandie H Philpot
LAKELAND, FL
Bryce J Philpot
LAKELAND, FL
Brian Gordon Philpot
LAKELAND, FL
Colin B Clyne
LAKELAND, FL
Daniel A Kashdin
LAKELAND, FL
John Kevin Culbreth
LAKELAND, FL

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Research
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