JAMES MATTHEW RICH is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with QUOTIENT WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| QUOTIENT WEALTH PARTNERS, LLC | 2026-01-01 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2016-12-19 | 2023-10-19 | — |
| EQUITABLE ADVISORS, LLC | 2016-07-13 | 2016-08-08 | — |