Joseph T. Calhoun

QUOTIENT WEALTH PARTNERS

Highlands Ranch, CO 80129

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CRD#: 6675703

Professional summary

Joseph Thomas Calhoun, CFP®, who also goes by Joe Thomas Calhoun, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Highlands Ranch, Colorado.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joseph has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Thomas Calhoun

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 Joseph Thomas Calhoun'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: 2021

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

October 18, 2021 - October 19, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

Highlands Ranch, CO

Past

October 18, 2021 - October 19, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Highlands Ranch, CO

Past

October 11, 2019 - September 11, 2021

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

July 26, 2016 - October 3, 2019

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

Greenwood Village, CO

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)

IAR

Texas
(8/1/2025)

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 65

Date: 3/5/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2016

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

Joseph T. Calhoun

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Calhoun's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED CAPITAL FINANCIAL ADVISORS

GOLDMAN SACHS & CO. LLC

LPL FINANCIAL LLC

VICTORY CAPITAL SERVICES, INC.

Primary Firm SEC Registration

QUOTIENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2020

Series 63

Date: 3/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2016

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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