Jonathan Blumenthal, CFP®
Co-Founder, Co-CEO
As a Co-Founder and Co-CEO of Quotient Wealth Partners, an independent wealth management firm, Jonathan Blumenthal has more than 24 years of experience in helping clients achieve their financial goals. He leads Quotient Wealth’s offices in Dallas, Houston, Denver, San Antonio and Morristown, where he provides comprehensive financial guidance to clients and mentors wealth advisors. He is skilled in retirement income planning, portfolio management, and holistic financial advice, making him a valuable asset for both clients and the advisory team.
Jonathan Blumenthal is also a seasoned entrepreneur, having co-founded two wealth management firms in his career. He co-founded Peak Capital Investments, which merged with United Capital after nearly 10 years of operation. At United Capital, he served as Managing Director and Head of Office for 8 years. His experience in mergers and acquisitions has equipped him for the future growth of Quotient Wealth in this area.
Jonathan studied at the University of Haifa, Israel. In his spare time, he enjoys playing golf, watching sports and spending time with his wife, Eve, his daughter Zoe and his two sons, Paul and Mason.
CFP® – Certified Financial Planner
The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.
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