Jo-Anne Marie Jessee
Investment Adviser Representative at Abacus Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jo-Anne Marie Jessee is an investment adviser representative with Abacus Wealth Partners in Santa Monica, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LaserawayMar 2021 – Apr 2022Santa Monica, CA
- Easybreathe.comJan 2019 – Nov 2020Santa Monica, CA
- Ruffalo NOEL LevitzMay 2017 – Jan 2019Los Angeles, CA
- LIDO Advisors, LLCApr 2022 – Dec 2022Los Angeles, CA
- University OF MontanaAug 2013 – May 2017Missoula, MT
- Fon-pros WebmdJan 2021 – Mar 2021Los Angeles, CA
- Cetera Advisor Networks LLCApr 2023 – Jul 2025El Segundo, CA
- UnemployedDec 2022 – Apr 2023Los Angeles, CA
- Cetera Advisors LLCApr 2023 – Jul 2025Greenwood Village, CO
- Cetera Financial Specialists LLCApr 2023 – Jul 2025Schaumburg, IL
- Cetera Investment Services LLCApr 2023 – Jul 2025St Cloud, MN
- Cetera Investment Advisers LLCDec 2024 – Jul 2025Schaumburg, IL
- The Leaders Group IncJul 2025 – Jan 2026Summit, NJ
- GideonMar 2025 – Jan 2026Los Angeles, CA
- UnemployedJan 2026 – Apr 2026Santa Monica, CA
- Abacus Wealth Partners, LLCApr 2026 – no end date reportedSanta Monica, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Abacus Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- up to $3,000,0001.00%
- $3,000,001 - $5,000,0000.75%
- $5,000,001 - $15,000,0000.50%
- above $15,000,0000.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 49
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Santa Monica, CA
- SEC file number:
- 801-62557
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Abacus Wealth Partners
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jo-Anne Marie Jessee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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