JW
JW

John Edward Wolfsberg

30 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
491 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$687.7M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$30,000
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Location

175 Highland Avenue, Suite 302, Needham, MA, 02494

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John works for Centerpoint Advisors, LLC, an investment-related advisory firm, on a full-time basis.

Employment History
Current Registrations
Centerpoint Advisors, LLC
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Wood (arthur W.) Company, INC.Broker
January 2017 - April 2021 · 4 yrs 3 mos
Detwiler Fenton & CO.Broker
January 2013 - January 2017 · 4 yrs
Detwiler Fenton Wealth Management INCBroker
December 2012 - May 2015 · 2 yrs 5 mos
National Asset Management, INC.
August 2008 - September 2011 · 3 yrs 1 mo
National Securities CorporationBroker
May 2008 - December 2012 · 4 yrs 7 mos
Bear, Stearns & CO. INC.
February 2008 - May 2008 · 3 mos
Bear, Stearns & CO. INC.Broker
January 1995 - May 2008 · 13 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
John Edward Wolfsberg - Financial Advisor | TrueAdvisor