Larry D. Jackson

QUOTIENT WEALTH PARTNERS

Irving, TX 75039

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CRD#: 4601775

Professional summary

Larry Dale Jackson, CFP®, who also goes by Larry D. Jackson, Larry Jackson, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Irving, Texas.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Larry has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry D. Jackson | Larry Jackson

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 Larry Dale Jackson'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: 2020

Experience

Current

September 1, 2023 - Present

QUOTIENT WEALTH PARTNERS, LLC

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

RIA

CRD#: 326819

Irving, TX

Past

September 3, 2020 - October 19, 2023

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

IRVING, TX

Past

September 3, 2020 - October 19, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Irving, TX

Past

November 1, 2017 - September 1, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

IRVING, TX

Past

October 21, 2011 - October 19, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

IRVING, TX

Past

October 21, 2011 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

IRVING, TX

Past

January 4, 2011 - November 7, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

IRVING, TX

Past

January 4, 2011 - November 7, 2011

LPL FINANCIAL LLC

CRD#: 6413

IRVING, TX

Past

March 9, 2009 - September 4, 2009

ROSENTHAL ADVISORY SERVICES, L.P.

RIA

CRD#: 114533

FORT WORTH, TX

Past

June 12, 2008 - August 24, 2009

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

FORTH WORTH, TX

Past

June 12, 2008 - August 24, 2009

NATIONAL PLANNING CORPORATION

CRD#: 29604

FORTH WORTH, TX

Past

June 25, 2007 - December 31, 2007

LEO BROKERAGE, LLC

RIA

CRD#: 109121

SOUTHLAKE, TX

Past

June 25, 2007 - December 31, 2007

LEO BROKERAGE, LLC

CRD#: 109121

SOUTHLAKE, TX

Past

September 22, 2004 - June 29, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ARLINGTON, TX

Past

September 22, 2004 - June 29, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ARLINGTON, TX

Past

January 17, 2003 - October 1, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DALLAS, TX

Past

January 2, 2003 - October 1, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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: 1/16/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/30/2002

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

Larry D. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Dale Jackson'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.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ROSENTHAL ADVISORY SERVICES, L.P.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

LEO BROKERAGE, LLC

LEO BROKERAGE, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

QUOTIENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/30/2002

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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