Jolyn Chappell
Jolyn Chappell is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 11 years of industry experience. Jolyn 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)
Investigation
June 2020Other Business ActivitiesSells Insurance
Jolyn owns a wealth management and financial planning business, is an owner involved in insurance sales taking nearly full-time, and owns Moonstone Investment LLC which manages rental properties. She also works as a sales agent for Integrated Trust Systems, owns a hobby farm, and volunteers as an associate director for Nedley Recovery Program.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
First American National Investment Advisors, LLC
Intervest International, INC.
Intervest International Equities CorporationBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.