Barbara J. Wolf
ABACUS WEALTH PARTNERS
Ardmore, PA 19003
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CRD#: 4602093
Professional summary
Barbara Jacobs Wolf, CFP® is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Ardmore, Pennsylvania.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Barbara has worked at 4 firms and has passed the Series 65 exam.
Biography
My Story:
During college, I gradually began to realize that I would be on my own financially very soon. Perhaps it was when I wanted to continue on my college’s equestrian team and my parents refused. Or maybe it was when I wanted to take a year off. That was a “no” too. I remember my father saying, “Every year you wait, college will cost more.”
Rather than pursue law school, my original goal, I went to work and took the job that paid the most money: corporate finance and specifically mergers and acquisitions. At the time, working on those deals was intense but fun. I flew to Europe for meetings, ate in very fancy restaurants, and met board members and senior management from a number of large, publicly traded companies. In order to make the numbers “work” on these deals, I would have to merge various departments at both companies and eliminate the duplication by cutting jobs. When the deals were large, I didn’t know the human beings who lost their jobs as a result of the merger. But when the deals got smaller, I knew the people who were losing their jobs. We worked together. They had families and mortgages. We both knew that they would be losing their job. It was at this point that I didn’t feel right about what I was doing.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
High Net Worth Client Needs
Retirement Plan Investment Adv...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Jacobs Wolf's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
December 3, 2009 - Present
ABACUS WEALTH PARTNERS
Office #1: 40 E. Montgomery Ave, Ardmore, PA 19003RIA
CRD#: 128590
Ardmore, PA
Past
December 15, 2006 - January 21, 2010
ABACUS PORTFOLIOS
RIA
CRD#: 131410
PACIFIC PALISADES, CA
Past
August 1, 2005 - January 10, 2006
GRIMALDI PORTFOLIO SOLUTIONS, INC
RIA
CRD#: 106199
NARBERTH, PA
Past
July 12, 2001 - January 3, 2006
J. COLE FINANCIAL ADVISERS, INC.
RIA
CRD#: 122978
NARBERTH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
CRD#: 128590 / SEC#: 801-62557
RIA
Registered Investment Advisory firm - (1/2/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/27/2023)
IAR
Pennsylvania(12/3/2009)
IAR
Texas(4/15/2010)
Current Firm
ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
CRD#: 128590 / SEC#: 801-62557
RIA
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Contact information
Main Address
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401
Mailing Address
Phone number
(888) 422-2287
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,866 |
| AUM (Assets Under Management) | $ 3,270,847,563 |
Red Flags
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