Jonathan Adam Blumenthal
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Adam Blumenthal, Jonathan Blumenthal
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC
Contact Information
Main Address
5430 Lbj Freeway Suite 1150, Dallas, TX 75240Phone Number
(469) 912-2522# of Employees
60SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
8,088AUM (Assets Under Management)
$4,913,256,631Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Adam Blumenthal's CRS (Customer Relationship Summary).
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