Unclaimed Profile

Jeffrey A Oberg

WELLESLEY INVESTMENT PARTNERS, LLC·WELLESLEY, Massachusetts

Series 3, Series 7, Series 63, Series 65Clean record16 years registeredWELLESLEY INVESTMENT PARTNERS, LLC

75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 1542799Firm CRD# 144984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey A Oberg · WELLESLEY, MA

Registration

CRD #1542799 · WELLESLEY INVESTMENT PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELLESLEY INVESTMENT PARTNERS, LLC

INCOME FOCUS PORTFOLIO MANAGEMENT

Apr 2017 – Jun 2018

WAYLAND, MA

WELLESLEY INVESTMENT PARTNERS, LLC

Dec 2014 – Aug 2015

WELLESLEY, MA

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Nov 2010 – Jul 2014

BOSTON, MA

WINDWARD INVESTMENT MANAGEMENT INC

Jan 2010 – Nov 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · January 6, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLESLEY INVESTMENT PARTNERS, LLC

CRD 144984 · SEC 801-68361

AUM

$420M

Regulatory assets under management

Employees

617 client accounts

Services offered by WELLESLEY INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELLESLEY INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey A Oberg offer?

Jeffrey A Oberg specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey A Oberg's credentials?

Jeffrey A Oberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey A Oberg located?

Jeffrey A Oberg is based in WELLESLEY, Massachusetts, last registered with WELLESLEY INVESTMENT PARTNERS, LLC.

How does Jeffrey A Oberg charge for services?

Jeffrey A Oberg'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 WELLESLEY INVESTMENT PARTNERS, LLC?

WELLESLEY INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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