TrueAdvisor
TrueAdvisor
JJ
CFP
JJ
CFP

Jamie Jochum

Gradient Wealth Management
23 Years of Experience
Arden Hills, MN
Broker
View SEC Summary
View SEC Summary

Jamie Jochum is a CFP-designated registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 23 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Gradient Securities, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Gradient Wealth Management
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
September 2017 - June 2019 · 1 yr 9 mos
Ameriprise Financial Services, INC.
September 2017 - June 2019 · 1 yr 9 mos
Pruco Securities, LLC.Broker
April 2014 - September 2017 · 3 yrs 5 mos
Prudential Financial Planning Services
April 2014 - April 2014 · 0 mos
Cetera Advisor Networks LLC
November 2013 - March 2014 · 4 mos
Cetera Advisor Networks LLCBroker
September 2013 - March 2014 · 6 mos
Tower Square Securities, INC.Broker
June 2013 - September 2013 · 3 mos
Edward Jones
January 2013 - February 2013 · 1 mo
Edward JonesBroker
December 2012 - February 2013 · 2 mos
Allianz Life Financial Services, LLCBroker
August 2012 - December 2012 · 4 mos
Allianz Life Financial Services, LLCBroker
July 2010 - August 2011 · 1 yr 1 mo
Foresters Equity Services, INC.Broker
August 2006 - June 2010 · 3 yrs 10 mos
Usallianz Securities, INC.Broker
October 2001 - July 2006 · 4 yrs 9 mos
State Registrations3 states
MNNVWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Arden Hills, MN →All financial advisors in Minnesota →