Investment adviser representative · Quotient Wealth Partners, LLC

James E. Warburton

CRD 6599877 · Dallas, TX

At a glance

James E. Warburton is an investment adviser representative with Quotient Wealth Partners, LLC in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Quotient Wealth Partners, LLCSince September 2023Dallas, TX · $4.9B in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: Certified Financial Planner
Exams: –
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

James’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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