Jeffery Quick has been an investment adviser representative at Paladin Wealth since January 2021, and is not listed among the firm’s executive officers or direct owners.
Paladin Wealth, LLC is an Arden Hills, MN firm with $217M under management, 518 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Jeff Quick is Investment Advisor Representative of Paladin Financial. He works with clients to develop strategies to help protect their assets, plan for retirement and achieve their overall financial goals. He began working in the banking and financial industry in 2005, and his experience includes serving as President of a tax preparation and marketing firm and working for an insurance wholesaler.
Jeffery Quick’s longest registration is the current one, 5 years at Paladin Wealth since 2021. Before joining Paladin Wealth in 2021, Jeffery Quick was registered through Principal Securities, Inc.
- Paladin FinancialCurrent– present · 5 yearsArden Hills, MN · Adviser representative · Firm CRD 288387
- Principal Securities, Inc.– · 4 yearsMinnetonka, MN · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Jeffery Quick is registered as an investment adviser representative in Minnesota, since January 2021.
- MinnesotaSince 19 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 November 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 June 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 May 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffery James Quick
- CRD
- 6642718
- Firm
- Paladin Wealth · CRD 288387
- Office
- 4105 LEXINGTON AVENUE NORTH,, SUITE 230, Arden Hills, MN 55126
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- paladinfinancial.com
Where does Jeffery Quick work?
Jeffery Quick is an investment adviser representative registered through Paladin Wealth, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeffery Quick a financial advisor?
Yes. Jeffery Quick has a current investment-adviser registration in Minnesota, through Paladin Wealth since January 2021.
How many years of experience does Jeffery Quick have?
Jeffery Quick has 10 years in the financial industry, since June 2016, across 2 adviser firms.
What exams has Jeffery Quick passed?
Jeffery Quick has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in May 2016. FINRA credited Jeffery Quick with the SIE, which began in October 2018.
Where is Jeffery Quick based?
Jeffery Quick’s registered office is in Arden Hills, MN.
Is Jeffery Quick registered with FINRA?
Yes. Jeffery Quick has a current broker registration, under CRD 6642718.
Source: FINRA BrokerCheck
How can I verify Jeffery Quick’s record?
Search CRD 6642718 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffery Quick’s full registration record.
