TrueAdvisor
TrueAdvisor
JW
JW

Jennifer Michelle Wolfsberg

Centerpoint Advisors, LLC
29 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningEducation Planning
Centerpoint Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
491 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$687.7M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$30,000

Location

175 Highland Avenue, Suite 302, Needham, MA, 02494

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer is a registered investment advisor at Centerpoint Advisors, LLC, dedicating full-time hours to this investment-related advisory firm.

Employment History
Current Registrations
Centerpoint Advisors, LLC
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Palladium Capital Group, LLCBroker
May 2021 - December 2023 · 2 yrs 7 mos
Wood (arthur W.) Company, INC.Broker
July 2015 - May 2021 · 5 yrs 10 mos
Detwiler Fenton & CO.Broker
June 2015 - July 2015 · 1 mo
Detwiler Fenton Wealth Management INCBroker
December 2012 - May 2015 · 2 yrs 5 mos
National Asset Management, INC.
January 2006 - September 2011 · 5 yrs 8 mos
National Securities CorporationBroker
January 2006 - December 2012 · 6 yrs 11 mos
Advest, INC.Broker
February 2005 - February 2006 · 1 yr
RBC Dain Rauscher INC.
May 2003 - February 2005 · 1 yr 9 mos
RBC Dain Rauscher INC.Broker
March 2002 - February 2005 · 2 yrs 11 mos
Tucker Anthony IncorporatedBroker
December 1999 - March 2002 · 2 yrs 3 mos
Harold C. Brown & CO., INC.Broker
July 1996 - November 1999 · 3 yrs 4 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.