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Jessica Lu-Buetow

Quantum Financial Advisors, LLC

Pasadena, CA

CRD 6146086

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Employer firm

Quantum Financial Advisors, LLC CRD 317386

$1.48B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Quantum Financial Advisors, Llc

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-21
  • CA RA
    APPROVED
    Since 2025-01-21

Branch Locations

251 S Lake Ave Suite 800, Pasadena, CA 91101 • 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
OrganizationCityStateFromTo
Abacus Wealth Partners Pacific Palisades CA 07/2012 11/2024
Quantum Financial Advisors, Llc El Segundo CA 01/2025 Present
Previous Registrations
Other Businesses

Rental property; not investment-related; Pasadena, CA; owner; 09/2017

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-13
  • S65 Uniform Investment Adviser Law Examination
    2013-02-13
Designations
  • Certified Financial Planner
Other Names
  • Jessica Lu
  • Jessica Lu-Buetow

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

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