Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blumenthal is a registered investment advisor representative with Quotient Wealth Partners, LLC. Jonathan has been in the financial services industry since 1999. Jonathan has a Series 66 license and has passed the Securities Industry Essentials Examination, the Futures Managed Funds Examination, and the General Securities Representative Examination. Jonathan has experience with Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., and LPL Financial LLC. Jonathan has a specialization in retirement planning and financial planning. Jonathan is also the co-owner of JBBR Ventures, a real estate organization.
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
09/05/2023 - Present
Quotient Wealth Partners, LLC (IRVING TX)
TX
09/08/2020 - 10/13/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
09/08/2020 - 10/13/2023
MERCER ALLIED COMPANY, L.P. (IRVING TX)
TX
11/01/2017 - 12/31/2018
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
10/21/2011 - 11/01/2017
GIRARD SECURITIES, INC. (HOUSTON TX)
TX
04/12/2002 - 11/07/2011
LPL FINANCIAL LLC (IRVING TX)
GA
12/21/1999 - 04/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
CT
03/27/2001 - 04/02/2001
FOREST FULCRUM FUND L.P. (OLD GREENWICH CT)
BOTH
Issued 02/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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