Jaime Ragins
Jaime Ragins is a registered investment advisor at Gradient Advisors, LLC, based in Davenport, IA, with 6 years of industry experience. Jaime 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
1225 E River Dr, Davenport, IA, 52803
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2025Other Business ActivitiesSells Insurance
Jaime is an independent insurance agent with First Serve Agency, LLC since 2013. This takes about a quarter of her time, and slightly less during trading hours.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Midwest Financial Network, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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.