Inactive

Kelly Jayne Acheson

Abacus Wealth Partners

Santa Monica, CA

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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	2013-06-26

CA RA
APPROVED

Since 2013-06-26

Branch Locations

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

Sebastopol, CA • United States

101 S. Main Street, Sebastopol, CA 95472 • 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	Sebastopol	CA	11/2005	Present

11/2005 → Present

Abacus Wealth Partners, Llc

Sebastopol, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-06-26

S65 Uniform Investment Adviser Law Examination

2013-06-26

Other Names

Kelly Jayne Billot
Kelly Acheson

View on SEC IAPD

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