Aidan Fox Jahnke
Investment adviser representative at Quotient Wealth Partners, LLC
11 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
11 years in the industry.
- Quotient Wealth Partners, LLCJun 2025 to now
- Catapult Solutions GroupMay 2024 to Jul 2024
- University of North TexasSep 2023 to Jun 2025
- Collin CollegeAug 2022 to Jun 2023
- Taverna RossaFeb 2022 to Jun 2025
- Plano West High SchoolAug 2018 to May 2022
- Rice Middle SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8262507
- Firm CRD
- 326819