Jhojilyn Malicdan
Advisor at Quantum Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Quantum Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bella Vista, AR
Credentials
Series 65, Series 66
Industry experience
9 years
Jhojilyn Malicdan is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade from 2015 to 2022 before joining Quantum Financial Advisors in 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process using mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable investment strategies.
Based on Quantum Financial Advisors, LLC
Based on Quantum Financial Advisors, LLC
Flat annual fee or monthly retainer may be charged for extraordinary financial planning services, not exceeding $36,000
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.50% $15,000,001+: 0.25%
Hourly fees used for financial planning and consulting services if fee is less than $15,000 or for extraordinary services; specific rates not stated
Bella Vista, AR
Arkansas
Quantum Financial Advisors
2022 - Present (4 years)
TD ameritrade
2015 - 2022 (7 years)
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