Jessica Lu, financial advisor Santa Monica CA
90 score

Jessica Lu

CRD Number: 6146086
Current Firm: Abacus Wealth Partners

Jessica Lu (CRD# 6146086) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Abacus Wealth Partners Pacific Palisades, CA Jul 2012 - Current 4
Farber Hass Hurley LLP Granada Hills, CA Aug 2008 - Jul 2012 3
Ernst And Young Los Angeles, CA Jan 2006 - Jun 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Jessica Lu
Phone Number: 888-422-2287
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,442
    MILLIONS
  • Total Number of Accounts
    4,330
    ACCOUNTS
  • Average Account Value
    $332,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, MN, MT, NC, NH, NJ, NM, NY, OR, PA, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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