Jacklyn A. Mason
Professional summary
Jacklyn Abigail Mason, CFP®, who also goes by Abby Donevant, Jacklyn Abagail Donevant, Jacklyn Abigail Donevant, is a registered financial advisor currently at ABACUS PLANNING GROUP, INC. located in Columbia, South Carolina.
Jacklyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jacklyn has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacklyn Abigail Mason's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
October 24, 2011 - Present
ABACUS PLANNING GROUP, INC.
Office #1: 2500 Devine Street, Columbia, SC 29205Primary Firm SEC Registration
ABACUS PLANNING GROUP, INC.
CRD#: 107994 / SEC#: 801-55414
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/24/2011)
Exams
Current Firm
ABACUS PLANNING GROUP, INC.
CRD#: 107994 / SEC#: 801-55414
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,735 |
| AUM (Assets Under Management) | $ 1,899,035,212 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2025 | ||
| 01/28/2025 | ||
| 07/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ABACUS PLANNING GROUP, INC.
CRD#: 107994Columbia, SC 29205TRUST BUT VERIFY
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