SBA lending record
Jennifer N. Gray
48 MOUNT VERNON ST, SUITE 300, Winchester, MA · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.5M
Total SBA financing
1
Loan on record
FY2020
On record
4
Jobs supported
Franchise brand
Ameriprise Financial
See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →
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The loan
$1,477,000 — FY2020
- Gross approval
- $1,477,000
- SBA guaranteed
- $1,107,750 (75%)
- Status
- Paid in full
- Rate at approval
- 5.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/28/2020
- First disbursement
- 9/15/2020
- Days to fund
- 18 days
- Paid in full
- 3/31/2022
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Live Oak Banking Company
- Address
- 48 MOUNT VERNON ST, SUITE 300
- City
- Winchester
- County
- Middlesex
- SBA district office
- MASSACHUSETTS DISTRICT OFFICE
- Congressional district
- 5
The lender
Live Oak Banking Company
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry, and brand.
Other Ameriprise Financial locations
Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.
Oyster Bay SB, Inc
Winchester, MA
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.3M
- Est. revenue (rough)
Sua Sponte Partners, LLC
Seven Hills, OH
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.4M
- Est. revenue (rough)
Ryan Inouye
Honolulu, HI
Ameriprise Financial
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
Trebliq, LLC
Aiken, SC
Ameriprise Financial
- $1.4M
- SBA financing
- ≈ $2.7M–$4.6M
- Est. revenue (rough)
Douglas William Kenoyer
Arlington, WA
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.1M–$5.2M
- Est. revenue (rough)
Jonathan Lane Blakelock
Kingwood, TX
Ameriprise Financial
- $1.4M
- SBA financing
- ≈ $2.7M–$4.4M
- Est. revenue (rough)
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Thomas Financial Associates
Westborough, MA
Investment Advice
- $2.0M
- SBA financing
- ≈ $4.0M–$6.7M
- Est. revenue (rough)
Savior, LLC
Waltham, MA
Investment Advice
- $2.4M
- SBA financing
- ≈ $4.6M–$7.7M
- Est. revenue (rough)
Kurt J Mogilnicki
Barnstable, MA
Investment Advice
- $765K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
Beck Bode, LLC
Dedham, MA
Investment Advice
- $3.3M
- SBA financing
- ≈ $6.5M–$11M
- Est. revenue (rough)
DC Advisors, LLC
Foxboro, MA
Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
North Atlantic Investment Partners, LLC
Newton Lower Falls, MA
Investment Advice
- $610K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Jennifer N. Gray in Winchester, MA (Investment Advice). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 1 SBA 7(a) loan totaling $1.5M
- On record FY2020
- 4 jobs supported
- Industry: Investment Advice
- Location: Winchester, MA
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in MA for ~$1.5M deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Jennifer N. Gray.