James Marshall Perkins
Investment adviser representative at Quantum Private Wealth, LLC
20 yearsExperience
4 statesRegistered in
$418MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Quantum Private Wealth, LLCApr 2020 to now
- Purshe Kaplan Sterling Investments, IncApr 2020 to Dec 2022
- UBS Financial Services IncSep 2006 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, MI, TX).
Quantum Private Wealth, LLC
$418MAssets managed
92Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1452088
- Firm CRD
- 307358