JQ
ChFC
JQ
ChFC

Joseph Allen Quartucci

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

835 Main Street, Building 200, Buda, TX, 78610

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is a managing partner at e3 Wealth LLC, managing advisors and client relationships involving insurance and securities. He is also involved in several other businesses, including APU Partners LLC, e3 Interests LLC, APU Tax LLC, LMFB LLC, Transce3nd, MQT LLC, 835 Main LLC, Laylas Condo, and Help One Now.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
July 2022 - Present · 3 yrs 7 mos
Transce3nd LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Kalos Management
July 2017 - August 2022 · 5 yrs 1 mo
Kalos Capital, INC.Broker
July 2017 - August 2022 · 5 yrs 1 mo
National Planning CorporationBroker
December 2007 - July 2017 · 9 yrs 7 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 2007 - July 2017 · 9 yrs 7 mos
American General Securities Incorporated
August 2007 - December 2007 · 4 mos
American General Securities IncorporatedBroker
October 2002 - December 2007 · 5 yrs 2 mos
Franklin Financial Services CorporationBroker
May 2002 - October 2002 · 5 mos
State Registrations37 states
ALARAZCACOCTDEFLGAIAILKSLAMAMDMIMNMOMSMTNCNENJNMNVNYOHOKORPARISCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.