JS
Jeffrey H. Susman
OBERMEYER WEALTH PARTNERS
Denver, CO 80206
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CRD#: 4078631
JS
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Harris Susman
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey H. Susman's 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®
NoneExperience
Current
August 21, 2025 - Present
OBERMEYER WEALTH PARTNERS
Office #1: 200 Columbine Street Suite 600, Denver, CO 80206RIA
CRD#: 110069
Denver, CO
Past
October 5, 2020 - March 16, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Denver, CO
Past
March 7, 2019 - March 16, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Denver, CO
Past
December 20, 2007 - October 24, 2018
CAMBIAR INVESTORS, LLC
RIA
CRD#: 115093
DENVER, CO
Past
May 12, 2005 - October 31, 2018
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
DENVER, CO
Past
March 7, 2000 - May 27, 2003
UBS SECURITIES LLC
BD
CRD#: 7654
NEW YORK, 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".
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 - (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.Highlighted states indicate IAR registrations
IAR
Colorado(8/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (10/10/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Rio Grande Place Suite 107, Aspen, CO 81611
Mailing Address
Phone number
(970) 925-8747
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,552 |
| AUM (Assets Under Management) | $ 2,605,361,223 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | ||
| 06/27/2024 | ||
| 12/22/2023 | ||
| 02/06/2023 |
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.
