Unclaimed Profile

James Marshall Perkins

QUANTUM PRIVATE WEALTH, LLC·TAMPA, Florida

SIE, Series 3, Series 7, Series 63, Series 65, Series 99TOClean record25 years registeredQUANTUM PRIVATE WEALTH, LLC

400 N. ASHLEY DRIVE, TAMPA, FL 33602CRD# 1452088Firm CRD# 307358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Marshall Perkins · TAMPA, FL

Registration

CRD #1452088 · QUANTUM PRIVATE WEALTH, LLC · 25 years registered

Brand Profile

Not yet started

Career History

QUANTUM PRIVATE WEALTH, LLC

Apr 2020 – present

UBS FINANCIAL SERVICES INC.

Sep 2006 – May 2020

NORTHBROOK, IL

DEUTSCHE BANK SECURITIES INC.

Jan 2001 – Sep 2006

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · January 16, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTUM PRIVATE WEALTH, LLC

CRD 307358 · SEC 801-118195

AUM

$308M

Regulatory assets under management

Employees

350 client accounts

Services offered by QUANTUM PRIVATE WEALTH, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QUANTUM PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does James Marshall Perkins offer?

James Marshall Perkins specializes in Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.

What are James Marshall Perkins's credentials?

James Marshall Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Marshall Perkins located?

James Marshall Perkins is based in TAMPA, Florida, working with QUANTUM PRIVATE WEALTH, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does James Marshall Perkins charge for services?

James Marshall Perkins's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTUM PRIVATE WEALTH, LLC?

QUANTUM PRIVATE WEALTH, LLC has approximately 3 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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