John Wolfsberg has been Managing Member and Director of Fixed Income of Centerpoint Advisors since July 2011, is a control person of the firm and directly owns between 25% and 50% of it. John Wolfsberg holds a Bachelor of Science in Accounting 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.
John E. Wolfsberg is Managing Principal, Chief Financial Officer and Director of Fixed Income of Centerpoint Advisors. He began his career in public accounting and joined Bear Stearns in 1994, where he worked in fixed income sales covering institutional clients. At Centerpoint Advisors he works with high-net-worth individuals, multi-generational families, foundations, and qualified plans, tailoring bond portfolios.
John Wolfsberg’s longest registration is the current one, 15 years at Centerpoint Advisors since 2011. Before joining Centerpoint Advisors in 2011, John Wolfsberg was registered through National Asset Management, Inc. and Bear, Stearns & Co. Inc.
- Centerpoint Advisors, LLCCurrent– present · 15 yearsNeedham, MA · Adviser representative · Firm CRD 156698
- National Asset Management, Inc.– · 3 yearsNewton, MA · Adviser representative · Firm CRD 115927
- Bear, Stearns & Co. Inc.– · under a yearBoston, MA · Adviser representative · Firm CRD 79
Professional designations
Listed by Centerpoint Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
John Wolfsberg is registered as an investment adviser representative in Massachusetts, since August 2011.
- MassachusettsSince 2 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 16 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 February 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 February 1995 |
| Series 7 | General Securities Representative Examination | 24 January 1995 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Edward Wolfsberg
- CRD
- 2302544
- Firm
- Centerpoint Advisors · CRD 156698
- Role
- Managing Member and Director of Fixed Income
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- January 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpointadvisors.net
Where does John Wolfsberg work?
John Wolfsberg has been Managing Member and Director of Fixed Income of Centerpoint Advisors, LLC since July 2011, and is a control person of the firm.
Is John Wolfsberg a financial advisor?
Yes. John Wolfsberg has a current investment-adviser registration in Massachusetts, through Centerpoint Advisors since August 2011.
How many years of experience does John Wolfsberg have?
John Wolfsberg has 31 years in the financial industry, since January 1995, across 3 adviser firms.
What exams has John Wolfsberg passed?
John Wolfsberg has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 7TO. The earliest, the Series 7, was passed in January 1995. FINRA credited John Wolfsberg with the SIE, which began in October 2018.
Where did John Wolfsberg work before Centerpoint Advisors?
Before Centerpoint Advisors, John Wolfsberg was registered through Bear, Stearns & Co. Inc., February 2008 to May 2008.
Where is John Wolfsberg based?
John Wolfsberg’s registered office is in Needham, MA.
Is John Wolfsberg registered with FINRA?
No. John Wolfsberg has no current broker registration.
How can I verify John Wolfsberg’s record?
Search CRD 2302544 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Wolfsberg’s full registration record.
