Jennifer Wolfsberg has been Managing Member / Chief Compliance Officer of Centerpoint Advisors since March 2011, is a control person of the firm and directly owns between 50% and 75% of it. Jennifer Wolfsberg holds a B.S. in Business Administration from Stonehill College and an Executive education certificate from Harvard Business School.
Centerpoint Advisors, LLC is a Needham, MA firm with $732M under management, 502 clients and 7 advisers in one office, as of its March 2026 filing.
Jennifer Wolfsberg is Co-Founder and Managing Principal of Centerpoint Advisors, and also serves as its Chief Compliance Officer. With over twenty years of experience in wealth management, she works with families across multiple generations, often alongside their attorneys, accountants, and other professionals. Her career began at Harold C. Brown in Buffalo, and she co-founded Centerpoint Advisors in 2006.
Jennifer Wolfsberg’s longest registration is the current one, 15 years at Centerpoint Advisors since 2011. Before joining Centerpoint Advisors in 2011, Jennifer Wolfsberg was registered through National Asset Management, Inc. and RBC Dain Rauscher Inc.
- Centerpoint Advisors, LLCCurrent– present · 15 yearsNeedham, MA · Adviser representative · Firm CRD 156698
- National Asset Management, Inc.– · 5 yearsNewton, MA · Adviser representative · Firm CRD 115927
- RBC Dain Rauscher Inc.– · 1 yearWellesley Hills, MA · Adviser representative · Firm CRD 31194
Professional designations
Listed by Centerpoint Advisors
- Certified Divorce Financial Analyst® (CDFA®)
- Accredited Beneficiary Steward (ABS)
Investment adviser representative registrations
Jennifer Wolfsberg is registered as an investment adviser representative in 2 states. Each was approved in August 2011.
- MassachusettsSince 2 August 2011
- TexasSince 2 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 September 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 1996 |
| Series 7 | General Securities Representative Examination | 29 July 1996 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Michelle Wolfsberg
- CRD
- 2764373
- Firm
- Centerpoint Advisors · CRD 156698
- Role
- Managing Member / Chief Compliance Officer
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- August 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpointadvisors.net
Where does Jennifer Wolfsberg work?
Jennifer Wolfsberg has been Managing Member / Chief Compliance Officer of Centerpoint Advisors, LLC since March 2011, and is a control person of the firm.
Is Jennifer Wolfsberg a financial advisor?
Yes. Jennifer Wolfsberg has a current investment-adviser registration in Massachusetts and Texas, through Centerpoint Advisors since August 2011.
How many years of experience does Jennifer Wolfsberg have?
Jennifer Wolfsberg has 30 years in the financial industry, since August 1996, across 3 adviser firms.
What exams has Jennifer Wolfsberg passed?
Jennifer Wolfsberg has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 99TO. The earliest, the Series 7, was passed in July 1996. FINRA credited Jennifer Wolfsberg with the SIE, which began in October 2018.
Where did Jennifer Wolfsberg work before Centerpoint Advisors?
Before Centerpoint Advisors, Jennifer Wolfsberg was registered through RBC Dain Rauscher Inc., May 2003 to February 2005.
Where is Jennifer Wolfsberg based?
Jennifer Wolfsberg’s registered office is in Needham, MA.
Is Jennifer Wolfsberg registered with FINRA?
No. Jennifer Wolfsberg has no current broker registration.
How can I verify Jennifer Wolfsberg’s record?
Search CRD 2764373 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Wolfsberg’s full registration record.
