Jason
Pollens
Abacus Wealth Partners
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About this Advisor
Jason Pollens is a certified financial planner working out of Santa Monica, California with 2 years of relevant experience. Pollens is currently employed by Abacus Wealth Partners. Over the course of their career, Pollens has held roles at Jewish Vocational Service, Bethany Health Care Center, Northeastern University, Abacus Wealth Partners and Roxbury Center For Financial Empowerment. Pollens is able to serve investors in California and Massachusetts. Abacus Wealth Partners is an advisory firm that has its headquarters in Santa Monica, CA. The company has offices in 15 locations and a total of 71 advisors. It controls $3 billion in total assets across its 5,553 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 5,553 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a diverse range 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. Fees charged by financial advisors depend on which services are provided. However, fee types billed by Abacus Wealth Partners likely are comprised of some 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
Jason Pollens Work History
Jason has been registered as a financial advisor for 2 years.*
Abacus Wealth Partners
Jewish Vocational Service
Bethany Health Care Center
Roxbury Center For Financial Empowerment
Northeastern University
*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 Jason Pollens 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
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
Santa Monica, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
