Barbara Jacobs Wolf

Current Employers

Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-11-27
TX	RA	APPROVED_RES	2010-04-15
PA	RA	APPROVED	2009-12-03

CA RA
APPROVED

Since 2023-11-27
TX RA
APPROVED_RES

Since 2010-04-15
PA RA
APPROVED

Since 2009-12-03

Branch Locations

Wynnewood, PA • United States

40 E. Montgomery Ave, Ardmore, PA 19003 • United States

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Abacus Wealth Partners, Llc	Philadelphia	PA	07/2009	Present

07/2009 → Present

Abacus Wealth Partners, Llc

Philadelphia, PA

Previous Registrations

2006-12-15 → 2010-01-21

Abacus Portfolios

Pacific Palisades, CA
2005-08-01 → 2006-01-10

Grimaldi Portfolio Solutions, Inc

Narberth, PA
2001-07-12 → 2006-01-03

J. Cole Financial Advisers, Inc.

Narberth, PA

Other Businesses

THE LERR CORP. ADDRESS: 445 WARICK RD, WYNNEWOOD, PA 19096 NATURE OF BUSINESS: THIS COMPANY HOLDS THE LERR FAMILY LIMITED PARTNERSHIP, THE MAJORITY OF WHICH IS HELD BY THE ESTATE OF ROBERT WOLF (FATHER-IN-LAW). THIS FAMILY LIMITED PARTNERSHIP IS ENGAGED IN INDUSTRIAL REAL ESTATE. POSITION/TITLE: PRESIDENT OF LERR CORP. START DATE OF RELATIONSHIP - NOVEMBER 2003 DUTIES - CHECK ON SALE OF LAND IN PITTSBURGH, PA. DEVOTE 1 HOUR PER MONTH TO CHECK ON SALE OF LAND IN PITTSBURGH, PA, NONE DURING SECURITIES TRADING HOURS. NO COMPENSATION RECEIVED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-02-14

S65 Uniform Investment Adviser Law Examination

2001-02-14

Designations

View on SEC IAPD