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Director of Operations, Chief Compliance Officer · Quotient Wealth Partners, LLC

Jeffrey E Ramsey

CRD 4322555 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Quotient Wealth Partners, LLC, an SEC-registered wealth manager based in Dallas, TX with $4.9 billion in regulatory assets, lists Jeffrey E Ramsey on its Form ADV as Director of Operations, Chief Compliance Officer, a control person. The SEC filings also name Jeffrey at 1 other registered adviser.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.