Unclaimed Profile

Jason Brewer Cort

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania

SIE, Series 7, Series 31, Series 52, Series 63, Series 65, Series 99TO25 years registeredQUADRANT 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 · 25 years registered

Brand Profile

Not yet started

Career History

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Aug 2015 – present

QUADRANT PRIVATE WEALTH, LLC

May 2014 – Aug 2015

BETHLEHEM, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2000 – May 2014

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 52

Series 63

Series 65

Series 99TO

Registration record

First registered · August 31, 2000

Years registered · 25

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

CRD 277044 · SEC 801-106484

AUM

$1.6B

Regulatory assets under management

Employees

2,628 client accounts

Services offered by QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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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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