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JL

Jessica Lu-buetow

QUANTUM FINANCIAL ADVISORS
Pasadena, CA 91101
Some features on this profile are disabled
CRD#: 6146086
JL

Professional summary

Jessica Lu-buetow, CFP®, who also goes by Jessica Lu, is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS, LLC located in Pasadena, California.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jessica has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica Lu

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Lu-buetow's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Experience

Current

January 21, 2025 - Present

QUANTUM FINANCIAL ADVISORS, LLC

Office #1: 251 S Lake Ave Suite 800, Pasadena, CA 91101
RIA
CRD#: 317386
Pasadena, CA
Past

February 14, 2013 - December 4, 2024

ABACUS WEALTH PARTNERS

RIA
CRD#: 128590
SANTA MONICA, CA

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".
QUANTUM FINANCIAL ADVISORS, LLC
QUANTUM FINANCIAL ADVISORS, LLC
QUANTUM FINANCIAL ADVISORS, LLC

CRD#: 317386 / SEC#: 801-122978

RIA
Registered Investment Advisory firm - (1/3/2022 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
(1/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2013
Uniform Investment Adviser Law Examination

Current Firm

QUANTUM FINANCIAL ADVISORS, LLC
QUANTUM FINANCIAL ADVISORS, LLC
QUANTUM FINANCIAL ADVISORS, LLC

CRD#: 317386 / SEC#: 801-122978

RIA
Registered Investment Advisory firm - (1/3/2022 Approved)
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Contact information

Main Address
530 Wilshire Blvd Ste 206, Santa Monica, CA 90401
Mailing Address
Phone number
(424) 447-8268
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts1,601
AUM (Assets Under Management)$ 1,229,915,377

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

QUANTUM FINANCIAL ADVISORS, LLC

QUANTUM FINANCIAL ADVISORS, LLC

CRD#: 317386Pasadena, CA 91101

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