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Jason Brewer Cort

Investment adviser representative at Quadrant Private Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$2.1BFirm assets
11 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 feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Private Client ServicesApr 2026 to now
  2. Quadrant Private Wealth Management, LLCMay 2014 to now
  3. Purshe Kaplan Sterling InvestmentsMay 2014 to Apr 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

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

Quadrant Private Wealth Management, LLC

$2.1BAssets managed
883Clients
12Advisers
11 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
2634908
Firm CRD
277044
Advisor's SEC record (opens in a new tab)
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