Jeffrey Farni has been Managing Member/President of Quantitative Asset Management since January 2007, is a control person of the firm and directly owns between 25% and 50% of it.
Quantitative Asset Management, LLC is a Minnetonka, MN firm with $187M under management, 155 clients and 2 advisers in one office, as of its March 2026 filing.
Jeffrey L. Farni, Sr. is President/Financial Advisor of Quantitative Asset Management, LLC, based in Minnetonka. He has advised clients for over 50 years, starting his financial services career with Dean Witter in 1972. In 1994 he moved to RBC Dain Rauscher to open and manage its first office in Wayzata, Minnesota.
Jeffrey Farni’s longest registration is the current one, 19 years at Quantitative Asset Management since 2007. Before joining Quantitative Asset Management in 2007, Jeffrey Farni was registered through RBC Dain Rauscher Inc.
- – present · 19 yearsMinnetonka, MN · Adviser representative · Firm CRD 143279
- RBC Dain Rauscher Inc.– · 2 yearsWayzata, MN · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Jeffrey Farni is registered as an investment adviser representative in Texas, as a resident of Texas, since April 2007.
- TexasResidentSince 18 April 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 1992 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 6 March 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 1979 |
| PC | AMEX Put and Call Exam | 6 February 1979 |
| Series 1 | Registered Representative Examination | 29 January 1973 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- AMEX Put and Call Exam
- Name
- Registered Representative Examination
- Full name
- Jeffrey Lee Farni
- CRD
- 204631
- Firm
- Quantitative Asset Management · CRD 143279
- Role
- Managing Member/President
- Office
- 4350 BAKER ROAD, SUITE 160, Minnetonka, MN 55343
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- qamgmt.com
Where does Jeffrey Farni work?
Jeffrey Farni has been Managing Member/President of Quantitative Asset Management, LLC since January 2007, and is a control person of the firm.
Is Jeffrey Farni a financial advisor?
Yes. Jeffrey Farni has a current investment-adviser registration in Texas, through Quantitative Asset Management since April 2007.
How many years of experience does Jeffrey Farni have?
Jeffrey Farni has 21 years in the financial industry, since April 2005, across 2 adviser firms.
What exams has Jeffrey Farni passed?
Jeffrey Farni has passed 5 licensing exams: the Series 1, PC, Series 63, Series 8 and Series 65. The earliest, the Series 1, was passed in January 1973.
Where is Jeffrey Farni based?
Jeffrey Farni’s registered office is in Minnetonka, MN.
Is Jeffrey Farni registered with FINRA?
No. Jeffrey Farni has no current broker registration.
How can I verify Jeffrey Farni’s record?
Search CRD 204631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Farni’s full registration record.