Jeffrey M. Severe

QUOTIENT WEALTH PARTNERS

Highlands Ranch, CO 80129

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CRD#: 2459908

Professional summary

Jeffrey Michael Severe, ChFC®, who also goes by Jeff Severe, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Highlands Ranch, Colorado.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeffrey has worked at 12 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Severe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Severe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

September 1, 2023 - Present

QUOTIENT WEALTH PARTNERS, LLC

Office #1: 1745 Shea Center Dr. Ste. 400, Highlands Ranch, CO 80129

RIA

CRD#: 326819

Highlands Ranch, CO

Past

September 4, 2020 - October 19, 2023

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

HIGHLANDS RANCH, CO

Past

September 4, 2020 - October 19, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Highlands Ranch, CO

Past

November 1, 2017 - August 31, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

HIGHLANDS RANCH, CO

Past

November 2, 2012 - October 19, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

HIGHLANDS RANCH, CO

Past

March 26, 2012 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

HIGHLANDS RANCH, CO

Past

July 20, 2009 - March 1, 2012

MUTUAL SECURITIES, INC.

CRD#: 13092

HIGHLANDS RANCH, CO

Past

August 30, 2006 - July 8, 2009

OSAIC SERVICES, INC.

CRD#: 133763

HIGHLANDS RANCH, CO

Past

January 20, 2006 - September 18, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

HIGHLANDS RANCH, CO

Past

June 21, 1999 - December 31, 2005

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

March 1, 1996 - July 8, 1999

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

March 17, 1994 - March 1, 1996

G. R. PHELPS & CO., INC.

CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/20/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/14/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 Approved)

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Contact information

Main Address

5430 Lbj Freeway Suite 1150, Dallas, TX 75240

Mailing Address

Phone number

(972) 807-0003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUOTIENT WEALTH PARTNERS, LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts	6,412
AUM (Assets Under Management)	$ 3,540,143,072

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffrey M. Severe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Severe's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

MUTUAL SECURITIES, INC.

OSAIC SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

CETERA ADVISORS LLC

MML INVESTORS SERVICES, LLC

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

QUOTIENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/20/1994

SIE

Date: 10/1/2018

Series 6

Date: 3/14/1994

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUOTIENT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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