Jason Pollens, financial advisor Santa Monica CA

Jason Pollens

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Jason Pollens has no recent exams reported.
Contact Info for Jason Pollens
Phone Number: 888-422-2287
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    3,431
    MILLIONS
  • Total Number of Accounts
    5,467
    ACCOUNTS
  • Average Account Value
    $627,506
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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