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Jeffery James Quick

Paladin Financial

Arden Hills, MN

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Current Employers
Paladin Financial

4105 Lexington Avenue North, Suite 230, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-01-19
  • MN RA
    APPROVED
    Since 2021-01-19

Branch Locations

4105 Lexington Avenue North, Suite 230, Arden Hills, MN 55126 • United States

Disclosures

1 disclosure category 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Minnetonka MN 05/2016 12/2020
Principal Securities Inc Minnetonka MN 05/2016 01/2021
Union Financial, Inc. Minnetonka, Mn MN 09/2019 01/2021
Gradient Securities, Llc Arden Hills MN 01/2021 Present
Paladin Financial Arden Hills MN 01/2021 Present
Paladin Insurance, Llc Arden Hills MN 01/2021 Present
Paladin Legal Services, Llc Arden Hills MN 08/2024 Present
Jq Wealth Management, Inc. North Oaks MN 09/2024 Present
Paladin Tax Services, Llc Arden Hills MN 10/2025 Present
  • 05/2016 → 12/2020
    Principal Life Insurance Company
    Minnetonka, MN
  • 05/2016 → 01/2021
    Minnetonka, MN
  • 09/2019 → 01/2021
    Union Financial, Inc.
    Minnetonka, Mn, MN
  • 01/2021 → Present
    Gradient Securities, Llc
    Arden Hills, MN
  • 01/2021 → Present
    Arden Hills, MN
  • 01/2021 → Present
    Paladin Insurance, Llc
    Arden Hills, MN
  • 08/2024 → Present
    Paladin Legal Services, Llc
    Arden Hills, MN
  • 09/2024 → Present
    Jq Wealth Management, Inc.
    North Oaks, MN
  • 10/2025 → Present
    Paladin Tax Services, Llc
    Arden Hills, MN
Previous Registrations
Other Businesses

1. PATHWAY RETIREMENT PLANNERS, INC; INV RELATED; 6713 105TH TRAIL NORTH, MINNEAPOLIS, MN 55445; ENTITY USED FOR INSURANCE; OWNER; START 02/2013; 0 HOURSPER MONTH; NONE DURING SECURITIES TRADING HOURS; NO LONGER USED FOR BUSINESS, MAY RECEIVED COMMISSIONS FROM EXISTING CLIENTS. 2. PALADIN FINANCIAL;INVESTMENT RELATED; 4105 LEXINGTON AVE N, STE 230, ARDEN HILLS, MN 55126; INVESTMENT ADVISOR; START 01/2021; 160 HOURS PER MONTH; 140 DURING SECURITIESTRADING HOURS; INVESTMENT ADVISORY SERVICES. 3. PALADIN INSURANCE, LLC; INVESTMENT RELATED; 4105 LEXINGTON AVE N, STE 230, ARDEN HILLS, MN 55126; INSURANCE;INSURANCE AGENT; START DATE 01/2021; 160 HOURS PER MONTH; 140 HOURS DURING SECURITIES TRADING HOURS. 4.GRADIENT SECURITIES, LLC; INVESTEMENT RELATED;4105 LEXINGTON AVE N, ARDEN HILLS, MN 55126; REGISTERED REPRESENTATIVE; START DATE 01/2021; 160 HOURS PER MONTH; 140 HOURS DURING SECURITIES TRADINGHOURS. 5. PALADIN LEGAL SERVICES, LLC; INV RELATED; 4105 LEXINGTON AVE N, SUITE 230, ARDEN HILLS, MN 55126; ADMIN, SALES, MARKETING; START 08/2024; 5 HOURS PERMONTH; 0 HOURS DURING SECURITIES TRADING HOURS; PROVIDES ADMINISTRATIVE SERVICES FOR ESTATE PLANNING. 6. JQ WEALTH MANAGEMENT; NO; ARDEN HILLS, MN;PRESIDENT; START 09/2024; 0 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; S-CORPORATION USED FOR ACCOUNTING PURPOSES. 7. PALADIN TAX SERVICES, LLC; NO; ARDEN HILLS, MN; SALES ASSOCIATE; 10/2025; 1% OF TOTAL TIME SPENT ON THIS BUSIENSS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
S63 Uniform Securities Agent State Law Examination 2016-06-07
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10
  • S63 Uniform Securities Agent State Law Examination
    2016-06-07
Other Names
  • Jeff Quick

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