Jo-anne Marie Jessee
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Abacus Wealth Partners, LLCApr 2026 to now
- UnemployedJan 2026 to Apr 2026
- The Leaders Group IncJul 2025 to Jan 2026
- GideonMar 2025 to Jan 2026
- Cetera Investment Advisers LLCDec 2024 to Jul 2025
- Cetera Advisor Networks LLCApr 2023 to Jul 2025
- Cetera Advisors LLCApr 2023 to Jul 2025
- Cetera Financial Specialists LLCApr 2023 to Jul 2025
- Cetera Investment Services LLCApr 2023 to Jul 2025
- UnemployedDec 2022 to Apr 2023
- Lido Advisors, LLCApr 2022 to Dec 2022
- LaserawayMar 2021 to Apr 2022
- Fon-pros WebmdJan 2021 to Mar 2021
- Easybreathe.comJan 2019 to Nov 2020
- Ruffalo Noel LevitzMay 2017 to Jan 2019
- University of MontanaAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7548375
- 128590