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Jennifer Michelle Wolfsberg

CENTERPOINT ADVISORS, LLC·NEEDHAM, Massachusetts
SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record23 years registeredCENTERPOINT ADVISORS, LLC
175 HIGHLAND AVENUE, NEEDHAM, MA 02494CRD# 2764373Firm CRD# 156698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Michelle Wolfsberg · NEEDHAM, MA
Registration
CRD #2764373 · CENTERPOINT ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

CENTERPOINT ADVISORS, LLC
Aug 2011 – present
NATIONAL ASSET MANAGEMENT, INC.
Jan 2006 – Sep 2011
NEWTON, MA
RBC DAIN RAUSCHER INC.
May 2003 – Feb 2005
WELLESLEY HILLS, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 99TO
Registration record
First registered · May 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CENTERPOINT ADVISORS, LLC
CRD 156698 · SEC 801-72619
AUM
$605M
Regulatory assets under management
Employees
13
990 client accounts
Services offered by CENTERPOINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CENTERPOINT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jennifer Michelle Wolfsberg offer?
Jennifer Michelle Wolfsberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Jennifer Michelle Wolfsberg's credentials?
Jennifer Michelle Wolfsberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Michelle Wolfsberg located?
Jennifer Michelle Wolfsberg is based in NEEDHAM, Massachusetts, working with CENTERPOINT ADVISORS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Jennifer Michelle Wolfsberg charge for services?
Jennifer Michelle Wolfsberg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTERPOINT ADVISORS, LLC?
CENTERPOINT ADVISORS, LLC has approximately 13 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CENTERPOINT ADVISORS, LLC

Richard Wayne Greene
NEEDHAM, MA
John Edward Wolfsberg
NEEDHAM, MA

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