Jacqueline
Worstell
Abacus Wealth Partners
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About this Advisor
Jacqueline Worstell is a financial advisor based in Santa Monica, California. Worstell is an employee of Abacus Wealth Partners. Over the course of their career, they have held roles at Abacus Wealth Partners, Cheryl R Worstell, Cpa, G & J Seiberlich & Co, Llp, Spott, Lucey & Wall, Cpas, Rutherford Grill and Pacific Union College. Worstell holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California. Abacus Wealth Partners is an advisory firm based in Santa Monica, CA. The company has offices in 15 locations and a total of 71 people on staff. It has $3 billion in assets between its 5,553 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 14 charitable organizations. Of its 5,553 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. Abacus Wealth Partners offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees depend on the financial services offered. Fees charged by Abacus Wealth Partners can include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$2,834,445,228
71
5,553
$510,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jacqueline Worstell Work History
Jacqueline has been registered as a financial advisor for 0 years.*
Abacus Wealth Partners
Abacus Wealth Partners
Cheryl R Worstell, Cpa
G & J Seiberlich & Co, Llp
Spott, Lucey & Wall, Cpas
Rutherford Grill
Pacific Union College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacqueline Worstell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Sebastopol, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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