Larry Dale Jackson
Investment Adviser Representative at Quotient Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Larry Dale Jackson is an investment adviser representative with Quotient Wealth Partners, LLC in Irving, TX, where they have been registered since 2023. They have worked in the securities industry since 2004 and have been registered with 8 firms, including Goldman Sachs Personal Financial Management and LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Goldman Sachs Personal Financial ManagementOct 2011 – Aug 2023Irving, TX
- Girard SecuritiesOct 2011 – Nov 2017San Diego, CA
- Cetera Advisor Networks LLCNov 2017 – Aug 2020El Segundo, CA
- Quotient Wealth Partners, LLCSep 2023 – no end date reportedDallas, TX
- Mercer Allied Company, L.P.Sep 2020 – Aug 2023Irving, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Quotient Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- $0 - $500,0001.25%
- >$500,000 - $1,000,0001.00%
- >$1,000,000 - $3,000,0000.80%
- >$3,000,000 - $5,000,0000.70%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Dallas, TX
- SEC file number:
- 801-128380
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Quotient Wealth Partners, LLC
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Larry Dale Jackson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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