John Lucas Vaclavik
Investment adviser representative at Quotient Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
Are you John Lucas Vaclavik? Claim your profile
Contact this firm
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, LLCAug 2024 to now
- Oak Harvest Financial GroupJan 2023 to Aug 2024
- Oak Harvest Investment ServicesJan 2023 to Aug 2024
- Bank of America, N.A.Sep 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Jan 2023
- Texas A&m UniversityAug 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6965064
- Firm CRD
- 326819