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Robert E. O'quinn

THEPARTNERS WEALTH MANAGEMENT
Jacksonville, FL 32217
CRD#: 6074316
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Robert Earl O'quinnTHEPARTNERS WEALTH MANAGEMENT

Professional summary

Robert Earl O'quinn, CFP®, who also goes by Robert Earl Oquinn, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Jacksonville, Florida and SALVUS WEALTH MANAGEMENT, LLC located in Jacksonville, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Earl Oquinn

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 Robert Earl O'quinn'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

Experience

Current

March 20, 2026 - Present

THEPARTNERS WEALTH MANAGEMENT

Office #1: 6022 San Jose Blvd Suite 100n, Jacksonville, FL 32217
RIA
CRD#: 314816
Jacksonville, FL
Current

April 30, 2026 - Present

SALVUS WEALTH MANAGEMENT, LLC

Office #1: 6022 San Jose Blvd Suite 100n, Jacksonville, FL 32217
RIA
CRD#: 171986
Jacksonville, FL
Past

August 6, 2019 - April 19, 2026

ARCUS CAPITAL PARTNERS, LLC

RIA
CRD#: 147346
Jacksonville, FL
Past

July 13, 2018 - March 3, 2025

SCHARF INVESTMENTS, LLC

RIA
CRD#: 105508
Jacksonville, FL
Past

May 13, 2015 - February 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

May 8, 2015 - February 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

May 31, 2013 - April 14, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

May 28, 2013 - April 13, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

August 9, 2012 - May 10, 2013

EDWARD JONES

RIA
CRD#: 250
FLEMING ISLAND, FL
Past

July 20, 2012 - May 10, 2013

EDWARD JONES

BD
CRD#: 250
FLEMING ISLAND, FL

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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 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
California
(3/20/2026)
IAR
Colorado
(3/20/2026)
IAR
Florida
(3/30/2026)
IAR
Georgia
(4/14/2026)
IAR
Iowa
(3/20/2026)
IAR
Maryland
(3/20/2026)
IAR
Pennsylvania
(3/20/2026)
IAR
Utah
(3/23/2026)
IAR
Virginia
(3/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2012
General Securities Representative Examination

Current Firm

TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)
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Contact information

Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THEPARTNERS ADV PART 2A BROCHURE (10/24/2025)
THEPARTNERS ADV PART 2A WRAP BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,304
AUM (Assets Under Management)$ 454,537,144

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.

Company Information

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816Jacksonville, FL 32217

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