Unclaimed Profile

Jana Elizabeth Davis

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California

Series 65Clean record21 years registeredABACUS WEALTH PARTNERS, LLC

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 4982445Firm CRD# 128590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jana Elizabeth Davis · SANTA MONICA, CA

Registration

CRD #4982445 · ABACUS WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ABACUS WEALTH PARTNERS

Nov 2015 – present

ESF FINANCIAL PLANNING GROUP

Jun 2005 – Apr 2016

MANHATTAN BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 17, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABACUS WEALTH PARTNERS, LLC

CRD 128590 · SEC 801-62557

AUM

$3.1B

Regulatory assets under management

Employees

5,804 client accounts

Services offered by ABACUS WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ABACUS WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jana Elizabeth Davis offer?

Jana Elizabeth Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Jana Elizabeth Davis's credentials?

Jana Elizabeth Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jana Elizabeth Davis located?

Jana Elizabeth Davis is based in SANTA MONICA, California, working with ABACUS WEALTH PARTNERS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Jana Elizabeth Davis charge for services?

Jana Elizabeth Davis's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABACUS WEALTH PARTNERS, LLC?

ABACUS WEALTH PARTNERS, LLC has approximately 71 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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