Jason Adams
Jason Adams is a registered investment advisor at Gradient Advisors, LLC, based in Arlington, TX, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
701 Highlander Blvd, Suite 155, Arlington, TX, 76015
Get directionsHistory
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.
Exams
More Advisors
- Carson GravesGradient Advisors, LLC
- Loyd Beacham, CFPPNC Wealth Management
- Ann Nguyen, ChFCState Farm Investment Management CORP.
- Nathan Hill, CFPCerity Partners Retirement Plan Consultants
- Richard English, ChFCFourstar Wealth Advisors, LLC
- Charles Blauvelt, ChFCEdward Jones