Jonathan Adam Blumenthal

Current Employers

Employment History

• 10/2011 → 09/2023
  Goldman Sachs Personal Financial Management
  Irving, TX
• 10/2011 → 11/2017
  Girard Securities
  San Diego, CA
• 11/2017 → 12/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2020 → 09/2023
  Mercer Allied Company, L.P.
  Irving, TX
• 09/2023 → Present
  Quotient Wealth Partners, Llc
  Irving, CA

Previous Registrations

• 2011-10-21 → 2023-10-13
  United Capital Financial Advisors
  Irving, TX
  Irving, TX
  Houston, TX
  The Woodlands, TX
• 2011-10-21 → 2016-02-26
  Girard Securities, Inc.
  Irving, TX
  San Diego, CA
  The Woodlands, TX
  Houston, TX
• 2002-04-23 → 2011-11-07
  Lpl Financial Llc
  Irving, TX
  Highlands Ranch, CO
  Highlands Ranch, CO
• 2003-06-20 → 2004-12-01
  Peak Capital Investment Services,Llc
  Ighlands Ranch, CO

Other Businesses

(1) Co-owner of JBBR Ventures, a real estate organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Fort Worth, TX. Start date was January 1, 2017. Less than one hour per month. Duties include assisting with the affairs of the organization. (2) Owner at PMZ Properties LLC., two residential rental properties. Organization's primary address is in Missoula, MT. Organization is not primarily engaged in investment-related activity. Start Date is September 3, 2021. Five hours per year. Duties include oversight of the property and other landlord responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2000-02-02

Other Names

• Jonathan Adam Blumenthal
• Jonathan Blumenthal