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RIA / WealthAdvisorCertified Financial Planner25 years in industry

BARBARA JACOBS WOLF

Advisor at ABACUS WEALTH PARTNERS

Ardmore, PA | SANTA MONICA, CA | Wynnewood, PA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Jul 12, 2001 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Barbara Jacobs Wolf

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ABACUS WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 14, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 14, 2001
First registration: Jul 12, 2001
Dual registered: no
IAPD individual key: 4602093

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ABACUS WEALTH PARTNERS	Independent wealth	Dec 3, 2009	n/a	yes	Wynnewood, PA\|Ardmore, PA\|SANTA MONICA, CA	Current employment
ABACUS PORTFOLIOS	n/a	Dec 15, 2006	Jan 21, 2010	no	PACIFIC PALISADES, CA	Previous registration
GRIMALDI PORTFOLIO SOLUTIONS, INC	Independent wealth	Aug 1, 2005	Jan 10, 2006	no	NARBERTH, PA	Previous registration
J. COLE FINANCIAL ADVISERS, INC.	n/a	Jul 12, 2001	Jan 3, 2006	no	NARBERTH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ABACUS PORTFOLIOS	ABACUS WEALTH PARTNERS	Jan 21, 2010	Dec 3, 2009	-49	Firm change after gap	Other
GRIMALDI PORTFOLIO SOLUTIONS, INC	ABACUS PORTFOLIOS	Jan 10, 2006	Dec 15, 2006	339	Firm change	Other
J. COLE FINANCIAL ADVISERS, INC.	GRIMALDI PORTFOLIO SOLUTIONS, INC	Jan 3, 2006	Aug 1, 2005	-155	Firm change after gap	Other

Relationships

Registered with (4)

→ ABACUS WEALTH PARTNERSRegistered adviserregistration: current employment
Dec 3, 2009 to presentfactForm ADV
→ ABACUS PORTFOLIOSRegistered adviserregistration: previous registration
Dec 15, 2006 to Jan 21, 2010factForm ADV
→ GRIMALDI PORTFOLIO SOLUTIONS, INCRegistered adviserregistration: previous registration
Aug 1, 2005 to Jan 10, 2006factForm ADV
→ J. COLE FINANCIAL ADVISERS, INC.Registered adviserregistration: previous registration
Jul 12, 2001 to Jan 3, 2006factForm ADV

Dated events

No dated event names this entity yet.