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James Matthew Rich

Quotient Wealth Partners, LLC

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About James Matthew Rich

James Rich is a financial advisor with Quotient Wealth Partners, LLC, working out of their Lake Hopatcong, NJ office. James has been in the financial services industry for over 8 years, holding both Series 63 and Series 66 licenses. He is also a Certified Financial Planner. James previously worked at AXA Advisors, LLC and Goldman Sachs Personal Financial Management. He specializes in financial planning, portfolio management, and the selection of other advisors. James manages over $3.1 billion in assets for his clients.

Firm Information

James Rich is currently registered with Quotient Wealth Partners, LLC. Quotient Wealth Partners, LLC is an investment advisor headquartered in Irving, Texas. The firm manages over $3 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and selection of other advisors. Quotient Wealth Partners has 6 licensed agents and 20 investment advisor representatives.
Quotient Wealth Partners, LLC

222 WEST LAS COLINAS BLVD

IRVING, TX 75039

$3.12B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Rich’s Registration & Firm History

TX

09/25/2023 - Present

Quotient Wealth Partners, LLC (DALLAS TX)

NY

07/14/2015 - 08/08/2016

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for James Matthew Rich. Review regulatory record here.
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