Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Elizabeth Davis is a financial advisor registered with the state of California. She is currently employed by Abacus Wealth Partners and has been with the firm since October 2015. Prior to joining Abacus Wealth Partners, Jana worked at ESF Financial Planning Group in Manhattan Beach, California. Jana is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/13/2024 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 04/28/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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