John Wolfsberg has been an investment adviser representative at Centerpoint Advisors since February 2018, and is not listed among the firm’s executive officers or direct owners. John Wolfsberg studied at Stonehill College.
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 David ("JD") Wolfsberg is Portfolio Manager of Centerpoint Advisors, where he supports the firm's investment research, analysis, and selection processes. JD joined Centerpoint in 2018 and presents potential investment selections to the Investment Committee. After graduating from Stonehill College in 2015, he took a position at State Street, where he worked directly with external investment managers, and in 2016 moved to GW&K Investment Management.
- Centerpoint Advisors, LLCCurrent– present · 8 yearsNeedham, MA · Adviser representative · Firm CRD 156698
Professional designations
Listed by Centerpoint Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
John Wolfsberg is registered as an investment adviser representative in Massachusetts, since February 2018.
- MassachusettsSince 12 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John David Wolfsberg
- CRD
- 6222573
- Firm
- Centerpoint Advisors · CRD 156698
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpointadvisors.net
Where does John Wolfsberg work?
John Wolfsberg is an investment adviser representative registered through Centerpoint Advisors, LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is John Wolfsberg a financial advisor?
Yes. John Wolfsberg has a current investment-adviser registration in Massachusetts, through Centerpoint Advisors since February 2018.
How many years of experience does John Wolfsberg have?
John Wolfsberg has 8 years in the financial industry, since February 2018, across 1 adviser firm.
What exams has John Wolfsberg passed?
John Wolfsberg passed the Series 65 in February 2018.
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.
Is John Wolfsberg a CFA charterholder?
Centerpoint Advisors lists John Wolfsberg with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: John David Wolfsberg, CFA, CFP® biography, centerpointadvisors.net
How can I verify John Wolfsberg’s record?
Search CRD 6222573 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Wolfsberg’s full registration record.
