Cheryl Werbeloff has been an investment adviser representative at Kensington Financial Advisors since March 2020, and is not listed among the firm’s executive officers or direct owners. Cheryl Werbeloff holds an AB in Political Economics from Princeton University.
Kensington Financial Advisors LLC is a Roseland, NJ firm with $160M under management, 91 clients and 2 advisers in one office, as of its July 2026 filing.
Cherie Werbeloff has been with Kensington Financial Advisors since 2020. Before joining, she spent almost ten years with JPMorgan Chase & Co., most recently responsible for the selection and ongoing due diligence of fixed income investment managers for the firm's Global Wealth Management platform, and earlier served as an investment advisor to JPMorgan Private Bank clients. Earlier in her career she worked as a credit analyst for Kingsland Capital Management and as an investment banking analyst for Bear, Stearns & Co. Inc.
- – present · 6 yearsRoseland, NJ · Adviser representative · Firm CRD 136346
Professional designations
Listed by Kensington Financial Advisors
- CFA
- CFP®
Investment adviser representative registrations
Cheryl Werbeloff is registered as an investment adviser representative in New Jersey, since March 2020.
- New JerseySince 17 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 12 April 2010 |
| Series 7 | General Securities Representative Examination | 16 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cheryl Lee Werbeloff
- CRD
- 5752927
- Firm
- Kensington Financial Advisors · CRD 136346
- Office
- 101 EISENHOWER PARKWAY, SUITE 300, Roseland, NJ 07068
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kfinadvisors.com
Where does Cheryl Werbeloff work?
Cheryl Werbeloff is an investment adviser representative registered through Kensington Financial Advisors LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Cheryl Werbeloff a financial advisor?
Yes. Cheryl Werbeloff has a current investment-adviser registration in New Jersey, through Kensington Financial Advisors since March 2020.
How many years of experience does Cheryl Werbeloff have?
Cheryl Werbeloff has 16 years in the financial industry, since July 2010, across 1 adviser firm.
What exams has Cheryl Werbeloff passed?
Cheryl Werbeloff has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2010. FINRA credited Cheryl Werbeloff with the SIE, which began in October 2018.
Where is Cheryl Werbeloff based?
Cheryl Werbeloff’s registered office is in Roseland, NJ.
Is Cheryl Werbeloff registered with FINRA?
No. Cheryl Werbeloff has no current broker registration.
Is Cheryl Werbeloff a CFP?
Kensington Financial Advisors lists Cheryl Werbeloff with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Cherie Werbeloff, CFA, CFP® biography, kfinadvisors.com
Is Cheryl Werbeloff a CFA charterholder?
Kensington Financial Advisors lists Cheryl Werbeloff with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Cherie Werbeloff, CFA, CFP® biography, kfinadvisors.com
How can I verify Cheryl Werbeloff’s record?
Search CRD 5752927 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cheryl Werbeloff’s full registration record.