Jaie Locke
Founding Partner, Financial Educator
Life and General Lines Insurance (multiple states)
FINRA Series 6 & 63 Licenses
- Active Member of Truth Concepts Coaching
- Circle of Wealth
- Financial Planning Association of Houston
- Certified Practitioner, Nelson Nash Institute for Infinite Banking
Bachelors of Science in Graphic Design
Keene State College
Professional Summary
Jaie Locke has worked in the financial services industry for 25 years, with several as a Regional Consultant to many of the country’s most distinguished Financial Advisors. With expertise in mutual funds, life insurance, long-term care, annuities, and cryptocurrencies, Jaie has harnessed the necessary tools to assist Clients in all facets of financial planning. His reputation for being a reliable, ‘outside-the-box’ thinker, has provided him with numerous opportunities to successfully manage various growth and expansion projects. Jaie’s exceptional work ethic and unmatched dedication to serving the underserved are what drive Quantum Financial Strategies (QFS). As Co-Founder of QFS, Jaie and his team have made it their mission to Educate and Empower their Clients to take charge of their financial futures.
Experience
Jaie has had the privilege of working alongside and strategizing with some of the industry’s brightest minds. As a Financial Wholesaler and business coach to thousands of Financial Advisors across the country, Jaie has a clear and established understanding of the financial services industry and developed a strong understanding of what the American taxpayer struggles with and strategies to help them. Jaie has a passion for financial planning and a servant mindset to positively impact the lives of others. In June, 2021, Jaie decided it was time to put everything he had learned to its best use by opening the doors of Quantum Financial Strategies (QFS), alongside his business partner, Brad Picha. At QFS, Jaie continues to learn and teach strategic planning methods that have a focus on goal trajectory and probable outcomes. He now serves as a dedicated financial advocate to the financially uninformed so they and their families can take comfort in knowing that their financial futures are something worth saving for.