Team

James Warburton, CFP®

Partner, Senior Wealth Advisor

James E. Warburton III is a Partner and Senior Wealth Advisor at Quotient Wealth Partners. Through his experience and expertise, James empowers his clients to navigate their financial journey with confidence. The goal is for clients to feel confident that every decision aligns seamlessly with their short-term objectives and long-term aspirations. He offers expertise in retirement planning, estate planning, investment management, business strategy, and liquidity events.

Leveraging a decade of experience at major wirehouses, James has skillfully served a diverse clientele, from retirees seeking wealth preservation to corporate executives, employees, and business owners. Holding a Bachelor of Science in Personal Finance Planning from Texas Tech University, he blends academic rigor with real-world pragmatism. Beyond his professional endeavors, James finds joy in globe-trotting adventures with his beloved wife, Myriah. He is also passionate for fishing, hunting, quality time with family and friends, and the faithful companionship of his golden retriever, Louis.

‍

CFP® – CERTIFIED FINANCIAL PLANNER® Professional

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

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.