Andy Jaikaran
Andy Jaikaran is a registered investment advisor at Gradient Advisors, LLC, based in Land O Lakes, FL, with 2 years of industry experience. Andy 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
Land O Lakes, FL
Get directionsHistory
Regulatory History (3)
Regulatory
February 2024Criminal
October 2012Criminal
June 2008Other Business ActivitiesSells Insurance
Andy is the owner and investment advisor representative at Jaikaran Wealth Management, providing advisory services, taking about half of his time. He is also an insurance agent at Jaikaran Financial Group, selling life, health, and annuities, also taking about half of his time, and a real estate agent at Florida Homes Reality & Mortgage, dedicating about 10-20% of his time.
Employment History
Current Registrations
Gradient Advisors, LLC
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
- David Goss, CFPFacet
- Steven Marcano, CFPSchwab Wealth Advisory, INC.
- Ryan Morrison, CFP, ChFCEmpower Advisory Group, LLC
- Feraud Calixte, CFPFortitude Financial Planning LLC
- Adam Gruber, CFPAmg Wealth Management LLC
- James Tomik, CFP, ChFCCetera Investment Advisers LLC