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Jonathan Vanorden

Gradient Investments, LLC
18 Years of Experience
Arden Hills, MN
Sells Insurance
View SEC Summary
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Jonathan Vanorden is a registered investment advisor at Gradient Investments, LLC, based in Arden Hills, MN, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B in assets under management.

Gradient Investments, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
26,806 clients
Average Client Portfolio
$330K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.

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

Location

4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126

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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.

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Other Business ActivitiesSells Insurance

Jonathan is an Investment Advisor Representative at Gradient Investments, LLC, dedicating full-time hours to investment consulting and managing employees. He also works as an insurance agent through his sole proprietorship, spending about a quarter of his time on insurance sales.

Employment History
Current Registrations
Gradient Investments, LLC
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Vanorden Capital L.L.C.
March 2024 - November 2025 · 1 yr 8 mos
Gradient Investments, LLC
November 2011 - December 2011 · 1 mo
Wells Fargo Advisors, LLC
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLC
February 2008 - January 2011 · 2 yrs 11 mos
State Registrations2 states
MNTX
Advisor

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.
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