Jason PollensCRD Number: 7477243
Current Firm: Abacus Wealth Partners
Jason Pollens (CRD# 7477243) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry. Jason Pollens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Abacus Wealth Partners||Sebastopol, CA||Nov 2021 - Current||< 1|
|Jewish Vocational Service||Boston, MA||Jan 2015 - Oct 2021||6|
|Roxbury Center For Financial Empowerment||Boston, MA||Feb 2014 - Jul 2015||1|
|Bethany Health Care Center||Framingham, MA||May 2014 - Jan 2015||< 1|
|Unemployed||Boston, MA||Oct 2013 - Jan 2014||< 1|
|Northeastern University||Boston, MA||Nov 2012 - Sep 2013||< 1|
|Cooperative Metropolitan Ministries||Newton, MA||Jul 2012 - Dec 2012||< 1|
Total Assets Under Management3,431MILLIONS
Total Number of Accounts5,467ACCOUNTS
Average Account Value$627,506
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, VT, WA
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