Jonathan Adam Blumenthal
Investment adviser representative at Quotient Wealth Partners, LLC
15 yearsExperience
1 stateRegistered in
$4.9BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Quotient Wealth Partners, LLCSep 2023 to now
- Mercer Allied Company, L.P.Sep 2020 to Sep 2023
- Cetera Advisor Networks LLCNov 2017 to Dec 2018
- Goldman Sachs Personal Financial ManagementOct 2011 to Sep 2023
- Girard SecuritiesOct 2011 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Quotient Wealth Partners, LLC
$4.9BAssets managed
2,355Clients
34Advisers
3 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
- 4080699
- Firm CRD
- 326819