Jonathan Blumenthal, CFP®
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Quotient Wealth Partners
Jonathan Blumenthal, CFP®
Dallas, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
5 out of 5 Stars
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Advisor
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jonathan Blumenthal, CFP®
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
5430 LBJ Freeway, Suite 1150 Dallas, TX 75240
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About Quotient Wealth Partners
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
University of Haifa, History
Hobbies and Interests
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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A Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
March 19, 2025
Jonathan has been my financial advisor since I retired 13 years ago. After working for 38 years, I needed a financial advisor to manage and grow my retirement portfolio. Jon has proved to be a trusted advisor that has grown my nest egg based on my risk tolerance. He and this team have educated me on a wide variety of investment products and have implemented an investment strategy that has proven to be successful. In addition to growing my portfolio, he has provided tax guidance, retirement income planning and a charitable giving strategy that minimizes taxes. He also helped us realize that we are in our “GO – GO” years and that we can afford to take trips that we’ve had on our “Life List” for a long time. We now have a trip booked and look forward to the adventure!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Trusted Advisor for my Family
✅ Wealthtender Certified Advisor Review™
March 13, 2025
I have know Jonathan for over 12 years and my wife and I have been his client since I retired 10 years ago. We selected Jonathan not only for his technical competency but also for his ability to explain technical matters and terms in ways we both could understand. A couple of other elements in our selection process was someone younger than us (we wanted our advisor to be sharp when we might not be) and someone that my wife would be comfortable with if I was not around. We have been pleased with the team he has assembled thru the years and the advice and service received. I have recommended Jonathan to many of my former co-workers and some have selected him as their advisor.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Professional service as we plan for retirement
✅ Wealthtender Certified Advisor Review™
March 11, 2025
We just started working with Jonathan and Quotient late last year. We’re approaching retirement and were interested in help with our finances, tax planning and insurance. It’s been an excellent experience which has provided some good assistance as we prepare for the next phase of our lives. The whole experience has helped us feel more comfortable with our retirement plans. My wife and I have been very pleased with Jonathan, Anthony, and Colin at Quotient.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
March 10, 2025
I have been a client of Jon’s since retiring in early 2021. Even before becoming a formal client, Jon was willing to offer investment advice to me. Jon and his team have provided outstanding services including assisting with the completion of my retirement papers, rolling over and consolidating various financial accounts to a single entity, advising on tax planning and tailoring an investment portfolio that meets my long-term financial goals and risk tolerance. I truly appreciate that Jon and his team are always willing to take the time to listen to any concern and clearly answer all of my questions. There is no question that Jon and his team are talented investment professionals, and I could not be more pleased to have Jon and his team managing my finances.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
High level of trust
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Have been a client for over 10 years and have been extremely happy with Jon’s service. He clearly puts the client above his own interests and has helped me with strategic investment challenges. He has even stepped in to help my young adult kids even though they are not clients. I have a great del of trust in his service and advice.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Great goal achiever
✅ Wealthtender Certified Advisor Review™
March 3, 2025
We have been with Jonathan for over 19 years, and have had a great experience the entire time. He listened to our goals and understood our level of risk. With this he and his team set up a portfolio that has exceeded our hopes and goals. We are very pleased with the amount of support that is always available when questions come up. We are very pleased with the team at Quotient Wealth Partners.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Outstanding professional service
✅ Wealthtender Certified Advisor Review™
February 28, 2025
I have had the pleasure of working with Jonathan and his staff for over 10 years, and I can say without hesitation that they are one of the most outstanding financial professionals I have ever encountered. From the very beginning, Jonathan has demonstrated an exceptional level of knowledge, integrity, and commitment to helping me achieve my financial goals.
One of the things that sets Jonathan and his team apart is their ability to take the time to truly understand my personal and financial needs. Whether it’s retirement planning, investment strategies, or tax optimization, they always offer thoughtful, tailored advice that aligns with my long-term objectives. I never feel rushed during our meetings, and I always leave with a clear understanding of the next steps.
What I appreciate most about Jonathan and his team is their unwavering transparency and trustworthiness. They explain complex financial concepts in a way that is easy to understand, which has been invaluable to me in making informed decisions. They also stays up-to-date on the latest market trends, tax laws, and investment opportunities, ensuring that my portfolio is continually aligned with both my goals and the market landscape.
Over the years, Jonathan and his team has not only helped me grow my wealth but also provided invaluable guidance during uncertain times, offering reassurance and sound advice that has enabled me to stay focused on my long-term financial success. Their strategic insights and proactive approach have been critical in navigating some of the more challenging financial environments, and I’ve always felt confident in their recommendations.
In addition to their professionalism, they have always been incredibly responsive, ensuring that I have access to the information I need whenever I need it. Whether via email, phone, or in-person meetings, they’ve consistently demonstrated an exceptional level of client service.
I wholeheartedly recommend Jonathan and his team to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Over the past decade, they’ve not only earned my respect but also my complete confidence in their ability to manage my financial future.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Listens to his clients goals
✅ Wealthtender Certified Advisor Review™
February 28, 2025
I have had Jonathan as my financial advisor for five years. During our initial meetings I found him to be open to questions about his background as a CFP. He clearly stated his successful work history and future plans. He inquired about my goals after retirement and understood my desire for a conservative portfolio but, also being agreeable to taking advantage of opportunities when presented. I would recommend Jonathan and the other members of his team at Quotient Wealth Partners.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Great Advisor for Retirement
✅ Wealthtender Certified Advisor Review™
February 27, 2025
Jonathan has done a great job managing our finances for the last 8 years, both before and after retirement. He clearly explains what he is doing, and the financial results have been extremely good for us. We particularly like how he factors in not just investment decisions, but also effects on taxes, social security etc. We highly recommend Jonathan.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Trusted Long Term Financial Advisor
✅ Wealthtender Certified Advisor Review™
February 27, 2025
Jonathan has been my financial advisor for over 23yrs. In that time frame my portfolio has more than exceeded the market trends. He and his team have been extremely knowledgeable of business events and their impact in the markets. They excel at recommending actions based on changing business events coupled with personal lifetime changes.
I feel very fortunate to have them managing my holdings and helping me prepare for my upcoming retirement in the next couple of years.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Jonathan Blumenthal - A Seasoned and Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
February 27, 2025
Working with Jonathan for the past 20 years has been an absolute game-changer for our financial future! From the very first meeting, he has demonstrated a deep understanding of financial planning, investment strategies, and wealth management. Additionally, his insightful advice tailored to our specific needs and unwavering commitment to our financial goals have exceeded our expectations. He has taken the time to listen and prioritize our goals. Thanks to his expert guidance, we feel more confident and secure about our financial future.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Great advisor. Very honest.
✅ Wealthtender Certified Advisor Review™
February 27, 2025
Jon is a great advisor. He always find time to meet with Clints and to explains his strategies in investing their money according to the risk they are willing to take.
I know few of his clients.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
High confidence
✅ Wealthtender Certified Advisor Review™
February 27, 2025
Jonathan Blumenthal and his team have been managing my financial needs since 2011 and I have been very pleased with the support and results to date. He has earned my respect & confidence with the goal of keeping my retirement financially viable. Greatly appreciate his support & efforts. Highly recommend
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Jon has worked with my wife and I for many years and we’re completely satisfied with his work
✅ Wealthtender Certified Advisor Review™
February 26, 2025
Jon’s gotten to know us and has been a very responsible fiduciary for us and our money. Since the move to Quotient, his support team has gotten even better.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
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