Jaie Locke

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.