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Detailed Report
JESSICA LU-BUETOW
JESSICA LU
CRD#: 6146086
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Investment Adviser
QUANTUM FINANCIAL ADVISORS, LLCCRD#: 317386 251 S Lake Ave
Suite 800
Pasadena, CA 91101
Registration History
2014201620182020202220242026IAQUANTUM FINANCIAL ADVISORS, LLC (CRD# 317386)2025 - Present (<1 year)IAABACUS WEALTH PARTNERS (CRD# 128590)2013 - 2024 (11 years)
License(s)

State Registrations

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California 1/21/2025
Current Registration(s)
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QUANTUM FINANCIAL ADVISORS, LLC (CRD#:317386)
251 S Lake Ave Suite 800, Pasadena, CA 91101
Registered with this firm since 1/21/2025
Previous Registration(s)
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 02/14/2013 - 12/04/2024 ABACUS WEALTH PARTNERS (CRD#:128590) SANTA MONICA, CA
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.