Joseph Thomas Calhoun

Employer firm

Quotient Wealth Partners, LLC CRD 326819

$4.61B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 10/2019
  Victory Capital Advisers
  Greenwood Village, CO
• 10/2019 → 09/2021
  Lpl Financial Llc
  Denver, CO
• 09/2021 → 08/2023
  Goldman Sachs Personal Financial Management
  Denver, CO
• 09/2023 → Present
  Quotient Wealth Partners, Llc
  Highlands Ranch, CO

Previous Registrations

• 2021-10-18 → 2023-10-19
  United Capital Financial Advisors
  Highlands Ranch, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-05
• S63 Uniform Securities Agent State Law Examination
  2017-03-30

Designations

• Certified Financial Planner

Other Names

• Joe Thomas Calhoun