Jeffrey H. Susman
Investment Adviser Representative at Obermeyer Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey H. Susman is an investment adviser representative with Obermeyer Wealth Partners in Denver, CO, where they have been registered since 2025. They have worked in the securities industry since 2002 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Cambiar Investors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambiar Investors, Inc.May 2005 – Oct 2018Denver, CO
- Foreside FUND Services, LLCMay 2005 – Oct 2018Denver, CO
- Jpmorgan Chase BANK NAFeb 2019 – Mar 2025Denver, CO
- Jpmorgan Securities LLCFeb 2019 – Mar 2025Denver, CO
- UnemployedOct 2018 – Feb 2019Denver, CO
- Missoula Downtown Hotels Holdco, LLCMar 2023 – no end date reportedDenver, CO
- Obermeyer Wealth PartnersMar 2025 – no end date reportedDenver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Obermeyer Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $2,000,000 (waivable)
- First $10 million1.00%
- Next $10 million0.75%
- Additional amounts above $20 million0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers investment management, asset allocation, risk management, financial planning, retirement planning, Social Security strategy and Medicare planning, tax strategy, cash flow management, philanthropic planning, wealth transfer and succession planning, education planning, and business succession planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Aspen, CO
- Founded:
- 1982
- SEC file number:
- 801-54953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey H. Susman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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