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JQ
JQ

Jeffery Quick

Gradient Wealth Management
10 Years of Experience
Arden Hills, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffery Quick is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 10 years of industry experience. Jeffery 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 North,, Suite 230, Arden Hills, MN, 55126

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History

Regulatory History (1)
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Customer Dispute
June 2025
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffery owns Pathway Retirement Planners, Inc., though it is no longer used for business. He is also an investment advisor with Paladin Financial, an insurance agent with Paladin Insurance, LLC, and a registered representative with Gradient Securities, LLC, all of which take up nearly all of his time. Finally, he provides administrative services for estate planning through Paladin Legal Services, LLC (minimal time) and is president of JQ Wealth Management (accounting purposes only).

Employment History
Current Registrations
Paladin Financial
January 2021 - Present · 5 yrs 9 mos
Gradient Securities, LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Principal Securities, INC.
November 2016 - January 2021 · 4 yrs 2 mos
Principal Securities, INC.Broker
June 2016 - January 2021 · 4 yrs 7 mos
State Registrations3 states
MNWAWI
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.
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