James Matthew Rich

Current Employers

Quotient Wealth Partners, Llc

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-08-13

NJ RA
APPROVED

Since 2026-08-13

Branch Locations

Lake Hopatcong, NJ • United States

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goldman Sachs Personal Financial Management	Morristown	NJ	08/2016	08/2023
United Postal Service	Parsippany	NJ	04/2018	06/2018
Quotient Wealth Partners	Lake Hopatcong	NJ	09/2023	Present

08/2016 → 08/2023

Goldman Sachs Personal Financial Management

Morristown, NJ
04/2018 → 06/2018

United Postal Service

Parsippany, NJ
09/2023 → Present

Quotient Wealth Partners

Lake Hopatcong, NJ

Previous Registrations

2016-12-19 → 2023-10-19

United Capital Financial Advisors

Morristown, NJ

Morristown, NJ

Morristown, NJ
2016-07-13 → 2016-08-08

Equitable Advisors, Llc

New York, NY

Lake Hopatcong, NJ

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-29
S63	Uniform Securities Agent State Law Examination	2015-06-19

S66 Uniform Combined State Law Examination

2016-06-29
S63 Uniform Securities Agent State Law Examination

2015-06-19

Designations

Other Names

Jamie Rich
James Rich

View on SEC IAPD