Jason Adams
Jason Adams is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
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Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Jason owns rental properties through Rambling Creek Venture, LLC, and spends minimal time managing them. He also brokers non-registered insurance products and sells property and casualty insurance, dedicating about a quarter of his time to insurance sales as a sole proprietor.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.