Jennifer Lynn Goddard

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 02/2023
  Nylife Securities Llc
  Bridgewater, MA
• 07/2015 → 02/2023
  New York Life Insurance Company
  Bridgewater, MA
• 06/2006 → Present
  Levaland Farm Llc
  Middleboro, MA
• 05/2012 → Present
  Hunter Pace Consignment
  Middleboro, MA
• 08/2018 → 02/2023
  Eagle Strategies Llc
  Bridewater, MA
• 06/2020 → 04/2021
  Doyle & Minsky Financial, Llc
  Bridgewater, MA
• 04/2021 → Present
  Minsky Financial Group, Llc
  Bridgewater, MA
• 02/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2018-10-02 → 2023-03-03
  Eagle Strategies Llc
  Bridgewater, MA

Other Businesses

1. Fixed insurance sales; as of 3/1/2023; 25% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, JL Financial Planning Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2023; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-20
• S63 Uniform Securities Agent State Law Examination
  2016-03-07

Other Names

• Jennifer Lynn Jeffrey