Unclaimed Profile

Jason Brewer Cort

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania

Clean recordQUADRANT PRIVATE WEALTH MANAGEMENT, LLC

3850 SIERRA CIRCLE, CENTER VALLEY, PA 18034CRD# 2634908Firm CRD# 277044

Profile Verification

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

Identity

Jason Brewer Cort · CENTER VALLEY, PA

Registration

CRD #2634908 · QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Brewer Cort is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with QUADRANT PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.

Regulatory

SEC/IARD CRD# 2634908

Firm CRD# 277044

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Brewer Cort offer?

Jason Brewer Cort specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.

What are Jason Brewer Cort's credentials?

Jason Brewer Cort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Brewer Cort located?

Jason Brewer Cort is based in CENTER VALLEY, Pennsylvania, working with QUADRANT PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.

How does Jason Brewer Cort charge for services?

Jason Brewer Cort's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUADRANT PRIVATE WEALTH MANAGEMENT, LLC?

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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