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JONATHAN ADAM BLUMENTHAL
JONATHAN Adam BLUMENTHAL, JONATHAN BLUMENTHAL
CRD#: 4080699
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Investment Adviser
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Previous Broker
QUOTIENT WEALTH PARTNERS, LLCCRD#: 326819 222 West Colinas Blvd.
Ste. 1650
Irving, TX 75039
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2002 - 2011 (9 years)2 FIRMS2020 - 2023 (3 years)IAQUOTIENT WEALTH PARTNERS, LLC (CRD# 326819)2023 - Present (1 year)BCETERA ADVISOR NETWORKS LLC (CRD# 13572)2017 - 2018 (1 year)BGIRARD SECURITIES, INC. (CRD# 18697)2011 - 2017 (6 years)BFSC SECURITIES CORPORATION (CRD# 7461)1999 - 2002 (2 years)BFOREST FULCRUM FUND L.P. (CRD# 31133)2001 - 2001 (<1 year)IAGOLDMAN SACHS PERSONAL FINANCI... (CRD# 134600)2011 - 2023 (12 years)IAGIRARD SECURITIES, INC. (CRD# 18697)2011 - 2016 (4 years)IAPEAK CAPITAL INVESTMENT SERVIC... (CRD# 125752)2003 - 2004 (1 year)
License(s)

State Registrations

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Texas 9/1/2023

Current Registration(s)
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QUOTIENT WEALTH PARTNERS, LLC (CRD#:326819)
222 West Colinas Blvd. Ste. 1650, Irving, TX 75039
Registered with this firm since 9/1/2023

Previous Registration(s)
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10/21/2011 - 10/13/2023 GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT (CRD#:134600) IRVING, TX
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09/08/2020 - 10/13/2023 GOLDMAN SACHS & CO. LLC (CRD#:361) Irving, TX
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09/08/2020 - 10/13/2023 MERCER ALLIED COMPANY, L.P. (CRD#:37404) IRVING, TX
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11/01/2017 - 12/31/2018 CETERA ADVISOR NETWORKS LLC (CRD#:13572) IRVING, TX
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10/21/2011 - 11/01/2017 GIRARD SECURITIES, INC. (CRD#:18697) HOUSTON, TX
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10/21/2011 - 02/26/2016 GIRARD SECURITIES, INC. (CRD#:18697) HOUSTON, TX
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04/23/2002 - 11/07/2011 LPL FINANCIAL LLC (CRD#:6413) IRVING, TX
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04/12/2002 - 11/07/2011 LPL FINANCIAL LLC (CRD#:6413) IRVING, TX
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06/20/2003 - 12/01/2004 PEAK CAPITAL INVESTMENT SERVICES,LLC (CRD#:125752) IGHLANDS RANCH, CO
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12/21/1999 - 04/12/2002 FSC SECURITIES CORPORATION (CRD#:7461) ATLANTA, GA
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03/27/2001 - 04/02/2001 FOREST FULCRUM FUND L.P. (CRD#:31133) OLD GREENWICH, CT
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Broker
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Investment Adviser
Disclosures
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