Jennifer M. Wolfsberg

CENTERPOINT ADVISORS

Needham, MA 02494

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CRD#: 2764373

Professional summary

Jennifer Michelle Wolfsberg, who also goes by Jennifer M Wolfsberg, is a registered financial advisor currently at CENTERPOINT ADVISORS, LLC located in Needham, Massachusetts.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jennifer has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer M Wolfsberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CENTERPOINT ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR FULL-TIME AND IS A INVEST RELATED ADVISORY FIRM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Michelle Wolfsberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2011 - Present

CENTERPOINT ADVISORS, LLC

Office #1: 175 Highland Avenue Suite 302, Needham, MA 02494

RIA

CRD#: 156698

Needham, MA

Past

May 18, 2021 - December 31, 2023

PALLADIUM CAPITAL GROUP, LLC

CRD#: 129400

NEW YORK, NY

Past

July 27, 2015 - May 19, 2021

WOOD (ARTHUR W.) COMPANY, INC.

CRD#: 3798

Needham, MA

Past

June 4, 2015 - July 30, 2015

DETWILER FENTON & CO.

CRD#: 1794

NEEDHAM, MA

Past

December 4, 2012 - May 28, 2015

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

NEEDHAM, MA

Past

January 30, 2006 - September 20, 2011

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

NEWTON, MA

Past

January 27, 2006 - December 7, 2012

NATIONAL SECURITIES CORPORATION

CRD#: 7569

NEEDHAM, MA

Past

February 18, 2005 - February 2, 2006

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

May 8, 2003 - February 25, 2005

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

WELLESLEY HILLS, MA

Past

March 9, 2002 - February 25, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

December 2, 1999 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

July 30, 1996 - November 5, 1999

HAROLD C. BROWN & CO., INC.

CRD#: 35222

BUFFALO, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTERPOINT ADVISORS, LLC

CRD#: 156698 / SEC#: 801-72619

RIA

Registered Investment Advisory firm - (7/26/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(8/2/2011)

IAR

Texas
(8/2/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/11/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/26/2006

General Securities Principal Examination

Current Firm

CENTERPOINT ADVISORS, LLC

CRD#: 156698 / SEC#: 801-72619

RIA

Registered Investment Advisory firm - (7/26/2011 Approved)

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Contact information

Main Address

175 Highland Avenue Suite 302, Needham, MA 02494

Mailing Address

Phone number

(781) 400-1748

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTERPOINT ADVISORS, LLC DISCLOSURE BROCHURE 3.26.25 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,020
AUM (Assets Under Management)	$ 687,679,354

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/07/2024	Cover Page	Report
12/19/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jennifer M. Wolfsberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Michelle Wolfsberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALLADIUM CAPITAL GROUP, LLC

WOOD (ARTHUR W.) COMPANY, INC.

DETWILER FENTON & CO.

DETWILER FENTON WEALTH MANAGEMENT INC

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

ADVEST, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

HAROLD C. BROWN & CO., INC.

Primary Firm SEC Registration

CENTERPOINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2001

Series 63

Date: 9/20/1996

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/29/1996

Series 24

Date: 9/26/2006

Current Firm

CENTERPOINT ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CENTERPOINT ADVISORS, LLC

TRUST BUT VERIFY

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