Jonathan A. Blumenthal

QUOTIENT WEALTH PARTNERS

Irving, TX 75039

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CRD#: 4080699

Professional summary

Jonathan Adam Blumenthal, CFP®, who also goes by Jonathan Adam Blumenthal, Jonathan Blumenthal, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Irving, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jonathan has worked at 10 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Adam Blumenthal | Jonathan Blumenthal

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.

(1) Co-owner of JBBR Ventures, a real estate organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Fort Worth, TX. Start date was January 1, 2017. Less than one hour per month. Duties include assisting with the affairs of the organization. (2) Owner at PMZ Properties LLC., two residential rental properties. Organization's primary address is in Missoula, MT. Organization is not primarily engaged in investment-related activity. Start Date is September 3, 2021. Five hours per year. Duties include oversight of the property and other landlord responsibilities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Adam Blumenthal'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

September 1, 2023 - Present

QUOTIENT WEALTH PARTNERS, LLC

Office #1: 222 West Colinas Blvd. Ste. 1650, Irving, TX 75039

RIA

CRD#: 326819

Irving, TX

Past

September 8, 2020 - October 13, 2023

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

IRVING, TX

Past

September 8, 2020 - October 13, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Irving, TX

Past

November 1, 2017 - December 31, 2018

CETERA WEALTH SERVICES, LLC

CRD#: 13572

IRVING, TX

Past

October 21, 2011 - February 26, 2016

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

HOUSTON, TX

Past

October 21, 2011 - October 13, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

IRVING, TX

Past

October 21, 2011 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

HOUSTON, TX

Past

June 20, 2003 - December 1, 2004

PEAK CAPITAL INVESTMENT SERVICES,LLC

RIA

CRD#: 125752

IGHLANDS RANCH, CO

Past

April 23, 2002 - November 7, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

IRVING, TX

Past

April 12, 2002 - November 7, 2011

LPL FINANCIAL LLC

CRD#: 6413

IRVING, TX

Past

March 27, 2001 - April 2, 2001

FOREST FULCRUM FUND L.P.

CRD#: 31133

OLD GREENWICH, CT

Past

December 21, 1999 - April 12, 2002

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

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

Texas
(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

IAR

Series 66

Date: 2/2/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/3/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/20/1999

General Securities 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.

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Advisor Monitoring

Firm Stability Insights

Jonathan A. Blumenthal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Adam Blumenthal's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

GIRARD SECURITIES, INC.

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

PEAK CAPITAL INVESTMENT SERVICES,LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FOREST FULCRUM FUND L.P.

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

QUOTIENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2000

SIE

Date: 10/1/2018

Series 31

Date: 3/3/2005

Series 7

Date: 12/20/1999

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

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