Jeffrey Goldfarb
Jeffrey Goldfarb is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4549 Main Street, Suite 200, Buffalo, NY, 14203
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2008Customer Dispute
October 2005Customer Dispute
July 2002Other Business Activities
Jeffrey is the branch manager for his Raymond James practice, operating under the support company name Goldfarb Financial since 2010. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.