Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Thomas Davis is a registered Investment Advisor Representative associated with Quotient Wealth Partners, LLC in IRVING, TX. Jared Davis has been in the industry since at least 2014 and has worked at several firms including Goldman Sachs Personal Financial Management and NEOVIA LOGISTICS. Jared Davis has a Series 65 license which is the Uniform Investment Adviser Law Examination. Jared Thomas Davis is active in Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
09/01/2023 - Present
Quotient Wealth Partners, LLC (DALLAS TX)
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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