Jessica Lusakueno
Pandowealth. · Chattahoochee Hills, Georgia
Jessica Lusakueno is a fee-only financial advisor at Pandowealth. in Chattahoochee Hills, Georgia. Pandowealth. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pandowealth. |
|---|---|
| Based in | Chattahoochee Hills, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $500.3M across 2,060 accounts |
| SEC registration | Investment adviser representative in GA · CRD 5839850 |
| Exams passed | Series 63 (2010) · Series 65 (2013) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.cfa401k.com |
How Jessica's firm compares
- Pandowealth.'s average account is about $243,000, from its Form ADV (assets managed divided by 2,060 accounts).
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Questions about Jessica
Is Jessica Lusakueno a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Pandowealth. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Pandowealth., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jessica Lusakueno based?
Jessica Lusakueno is based in Chattahoochee Hills, Georgia.
Is Jessica Lusakueno registered with the SEC?
Yes. Jessica Lusakueno is registered as an investment adviser representative in GA (CRD 5839850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pandowealth. manage?
Pandowealth. reports $500.3M across 2,060 accounts in assets under management.
How do I contact Jessica Lusakueno?
Through Jessica's website, www.cfa401k.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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