Jeffrey H. Susman
Investment adviser representative at Obermeyer Wealth Partners
21 yearsExperience
1 stateRegistered in
$3BFirm assets
28 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Obermeyer Wealth PartnersMar 2025 to now
- Missoula Downtown Hotels Holdco, LLCMar 2023 to now
- JPMorgan Chase Bank NAFeb 2019 to Mar 2025
- JPMorgan Securities LLCFeb 2019 to Mar 2025
- UnemployedOct 2018 to Feb 2019
- Cambiar Investors, Inc.May 2005 to Oct 2018
- Foreside Fund Services, LLCMay 2005 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Obermeyer Wealth Partners
Legal name: Obermeyer Wood Investment Counsel, Lllp
$3BAssets managed
1,157Clients
19Advisers
28 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
- 4078631
- Firm CRD
- 110069