Jennifer Michelle Wolfsberg
Investment adviser representative at Centerpoint Advisors, LLC
20 yearsExperience
2 statesRegistered in
$731.9MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Palladium Capital Group, LLCMay 2021 to now
- Centerpoint Advisors, LLCJan 2006 to now
- Arthur W. Wood Company, Inc.Jul 2015 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Centerpoint Advisors, LLC
$731.9MAssets managed
502Clients
9Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2764373
- Firm CRD
- 156698