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Joseph Thomas Calhoun

Quotient Wealth Partners, LLC

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About Joseph Thomas Calhoun

Joseph Calhoun is an investment advisor representative with Quotient Wealth Partners, LLC. Joseph has been in the financial industry since 2016. Joseph Calhoun is also registered as an Investment Advisor Representative with the state of Colorado. Joseph Calhoun holds Series 7, Series 63 and Series 65 securities licenses. Joseph Calhoun is also a Certified Financial Planner. Quotient Wealth Partners, LLC is a registered investment advisor with the SEC. Quotient Wealth Partners, LLC has offices in Highlands Ranch, CO and Dallas, TX. The firm's main office is located in Irving, TX.

Firm Information

Joseph Calhoun 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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Joseph Calhoun’s Registration & Firm History

CO

09/01/2023 - Present

Quotient Wealth Partners, LLC (Highlands Ranch CO)

CO

10/18/2021 - 10/19/2023

GOLDMAN SACHS & CO. LLC (Highlands Ranch CO)

CO

10/11/2019 - 09/11/2021

LPL FINANCIAL LLC (DENVER CO)

CO

07/26/2016 - 10/03/2019

VICTORY CAPITAL ADVISERS, INC. (Greenwood Village CO)

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Licenses & Designations

IA

Issued 03/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Thomas Calhoun.
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