A complete list of active advisors currently associated with Quants Compete

Warmer can help you find a great advisor at Quants Compete or one who fits your needs even better.

Quants Compete is an independent, state-registered investment adviser that provides discretionary portfolio management to individuals and small businesses and, in some instances, corporate or business clients. The firm constructs and manages portfolios using equities, ETFs, fixed income, options and cash management instruments. Quants uses a structured approach that combines quantitative, technical and fundamental inputs processed through defined Strategies and a client questionnaire to align portfolios with each client’s risk tolerance and time horizon. Its Strategies can employ options and other derivatives in separately managed accounts, and the firm makes performance and risk metrics for those Strategies available to clients and in certain disclosures. The firm is notable for its ties to a parent fintech and newsletter business and a wholly owned subsidiary that operates an AI automation platform for small businesses, relationships the firm discloses as potential conflicts of interest along with instances of client equity ownership and a client creditor arrangement. Quants also recently resolved a state regulatory examination addressing compliance, recordkeeping and a temporary net-capital deficiency, distinctions that set it apart from many solo independent advisers.

To learn more about the advisors currently working at Quants Compete, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Jones	Brentwood, TN	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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