Unclaimed Profile

Kari Jean Glosser

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California

Clean record12 years registeredABACUS WEALTH PARTNERS, LLC

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 5895939Firm CRD# 128590

Profile Verification

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

Identity

Kari Jean Glosser · SANTA MONICA, CA

Registration

CRD #5895939 · ABACUS WEALTH PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ABACUS WEALTH PARTNERS, LLC

ABACUS WEALTH PARTNERS

Jan 2014 – Sep 2022

SANTA MONICA, CA

Registrations & Exams

Registration record

First registered · January 28, 2014

Years registered · 12

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 Kari Jean Glosser offer?

Kari Jean Glosser specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Kari Jean Glosser's credentials?

Kari Jean Glosser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kari Jean Glosser located?

Kari Jean Glosser is based in SANTA MONICA, California, last registered with ABACUS WEALTH PARTNERS, LLC.

How does Kari Jean Glosser charge for services?

Kari Jean Glosser'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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