James Matthew Rich
Investment adviser representative at Quotient Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
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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
10 years in the industry.
- Quotient Wealth Partners, LLCSep 2023 to now
- United Postal ServiceApr 2018 to Jun 2018
- Goldman Sachs Personal Financial ManagementAug 2016 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6495429
- Firm CRD
- 326819