Jeffery Quick
Jeffery Quick is a registered investment advisor at Paladin Financial, based in Arden Hills, MN, with 9 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 460 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paladin Wealth offers investment management services with fees based on a percentage of the assets they manage.
For direct asset management, the maximum annual fee is 1.50%.
For the Co-Advisor program with Gradient Investments, the annual fee is 1.50% for Strategic, Tactical, Allocation, and Defined Outcome Portfolios, and 1.00% for Preservation Portfolios. Paladin Wealth receives a portion of these fees.
These fees may be negotiable.
Location
4105 Lexington Avenue North,, Suite 230, Arden Hills, MN, 55126
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2025Other Business ActivitiesSells Insurance
Jeffery owns Pathway Retirement Planners, Inc., though it is no longer used for business. He is also an investment advisor with Paladin Financial, an insurance agent with Paladin Insurance, LLC, and a registered representative with Gradient Securities, LLC, all of which take up nearly all of his time. Finally, he provides administrative services for estate planning through Paladin Legal Services, LLC (minimal time) and is president of JQ Wealth Management (accounting purposes only).
Employment History
Current Registrations
Gradient Securities, LLCBroker
Paladin Financial
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.