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Jeffrey H. Susman

OBERMEYER WEALTH PARTNERS
Denver, CO
·CRD# 4078631·26 years experience

Professional Summary

Jeffrey H. Susman, who also goes by Jeffrey Harris Susman, is a registered financial advisor currently at OBERMEYER WEALTH PARTNERS located in Denver, Colorado. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeffrey Harris Susman

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

OBERMEYER WEALTH PARTNERS·CRD# 110069
RIA
200 Columbine Street Suite 600, Denver, CO 80206
August 21, 2025 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Denver, CO
October 5, 2020 - March 16, 2025
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Denver, CO
March 7, 2019 - March 16, 2025
CAMBIAR INVESTORS, LLC·CRD# 115093
RIA
Denver, CO
December 20, 2007 - October 24, 2018
FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
Denver, CO
May 12, 2005 - October 31, 2018
UBS SECURITIES LLC·CRD# 7654
BD
New York, NY
March 7, 2000 - May 27, 2003

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Current Firm

OW
OBERMEYER WEALTH PARTNERS

OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC

CRD#: 110069 / SEC#: 801-54953
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)

Contact Information

Main Address

501 Rio Grande Place Suite 107, Aspen, CO 81611

Phone Number

(970) 925-8747

# of Employees

31

SEC notice filing (26 States and Territories)

Registered to provide investment advisory services in 26 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,732

AUM (Assets Under Management)

$3,034,106,485

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
11/21/2025Cover PageReport
06/27/2024Cover PageReport
12/22/2023Cover PageReport

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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.

Entity Name: CP Kent Place Osteria, LLC Investment related: No Address: 3455 S University Blvd, Englewood, CO 80113 Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 11/18/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a full service restaurant concept operated by the Frasca Hospitality Group. We would own less than 10% of the equity offering with other accredited investors and Frasca and Continuum. My role would be exclusively passive as an investor. Entity Name: Kent Denver School Investment related: No Address: Denver Colorado 80246 https://www.kentdenver.org/ Nature of the other business: Soccer Coach Position/Title/Relationship: Employee/Contractor Start Date: 08/14/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Assistant soccer coach for fall 2023 season. Obviously there is no connection to financial services or JPMC. Entity Name: MISSOULA DOWNTOWN HOTELS HOLDCO, LLC Investment related: Yes "Address: c/o Evermore Partners 250 Filmore St, Suite 225 Denver, CO 80206" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/15/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is for the investment as an LP in a portfolio of 2 marriott-branded hotels in Montana. It will be run by a private real estate group called Evermore Partners. We would own approximately 0.25% of the property with our $100K investment. I have included all of the subscription documents. Entity Name: Jewish Colorado Investment related: Yes Address: 300 Denver, CO Nature of the other business: Foster and grow the jewish community within Colorado. Position/Title/Relationship: Investment Committee Member Start Date: 08-Nov-2019 Approximate # of hours a month: 2/quarter Approximate # of hours during securities trading hours: 2/quarter Briefly describe your duties: I will serve on the investment committee - approving recommendations from an outside financial consultant Entity Name: Graland Country Day School Investment related: Yes Address: 55 Clermont St, Denver CO 80220 Nature of the other business: Private school Position/Title/Relationship: Member of the Finance Committee Start Date: 01-Sep-2016 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 2 Briefly describe your duties: Responsible for the oversight of the income statement, balance sheet and the investment portfolio including manager selection. KENSICO, LLC, DENVER, CO, START DATE 7/2002, MEMBER OF LLC, REAL ESTATE PARTNERSHIP, OWNER OF APARTMENT BUILDING, REVIEW OF FINANCIALS AND ATTENDANCE AT BOARD MEETINGS, INTEREST INCOME.

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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".
OW
OBERMEYER WEALTH PARTNERS

OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC

CRD#: 110069 / SEC#: 801-54953
RIA
Registered Investment Advisory firm - SEC (10/10/1997 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.
IAR
Colorado
(8/21/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey H. Susman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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