Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lu-buetow is a financial advisor at Abacus Wealth Partners. Jessica has been with the firm since July 2012. Jessica holds the Series 65 license and has been registered with the state of California since February 14, 2013. Jessica is a Certified Financial Planner. Abacus Wealth Partners is a Registered Investment Advisor based in Santa Monica, California. The firm provides financial planning, portfolio management, and consulting services to a wide range of clients, including individuals, families, businesses, and institutions. Abacus Wealth Partners is committed to providing its clients with personalized financial advice and guidance that helps them achieve their financial goals.
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
02/14/2013 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 02/13/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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