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Pauline Jo Quinn

Investment adviser representative at Morey & Quinn Wealth Partners
11 yearsExperience
2 statesRegistered in
$373.4MFirm assets
2 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Morey & Quinn Wealth PartnersJan 2018 to now
  2. Cabot Lodge Securities LLCOct 2024 to Oct 2025
  3. Raymond James Financial Services Advisors Inc.Dec 2014 to Sep 2024
  4. Raymond James Financial Services, Inc.Dec 2014 to Sep 2024
  5. P J Quinn Wealth AdvisorsDec 2014 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (NE, TX).

Morey & Quinn Wealth Partners

Legal name: Morey & Quinn Wealth Partners LLC

$373.4MAssets managed
548Clients
3Advisers
2 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
2374597
Firm CRD
332074
Advisor's SEC record (opens in a new tab)
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