Jonathan
Blumenthal
Quotient Wealth Partners, LLC
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About this Advisor
Jonathan Blumenthal is a financial advisor based in Irving, Texas, working with Quotient Wealth Partners, LLC. Jonathan has previously held positions at Cetera Advisor Networks LLC, Mercer Allied Company, L.P, Quotient Wealth Partners, LLC, Girard Securities, and Goldman Sachs Personal Financial Management. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jonathan is part of Quotient Wealth Partners, LLC, which operates out of Irving, Texas. The firm has 3 offices and 39 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Quotient Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Quotient Wealth Partners, LLC Brokerage Details
$3,116,745,366
39
6,209
$501,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Blumenthal Work History
Quotient Wealth Partners, LLC
Mercer Allied Company, L.P
Cetera Advisor Networks LLC
Girard Securities
Goldman Sachs Personal Financial Management
Disclosures
Please visit the SEC profile of Jonathan Blumenthal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quotient Wealth Partners, LLC
Irving, TX
Littleton, CO
Irving, TX
Irving, TX
Irving, TX
Irving, TX
Irving, TX
Littleton, CO
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