Jeffrey A. Renaker

GRADIENT ADVISORS

Lady Lake, FL 32159

Some features on this profile are disabled

CRD#: 1741216

Professional summary

Jeffrey Allen Renaker, who also goes by Jeff Renaker, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Lady Lake, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffrey has worked at 8 firms and has passed the Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Renaker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Renaker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 14, 2025 - Present

GRADIENT ADVISORS, LLC

Office #1: 510 Cr 466 Suite 103a, Lady Lake, FL 32159

RIA

CRD#: 152665

Lady Lake, FL

Past

August 1, 2012 - July 25, 2014

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

OCALA, FL

Past

October 17, 2005 - June 22, 2012

BROOKSTONE SECURITIES, INC.

CRD#: 13366

LAKELAND, FL

Past

June 3, 2004 - October 25, 2005

J.W. COLE FINANCIAL, INC.

CRD#: 124583

TAMPA, FL

Past

November 29, 2000 - June 4, 2004

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

August 5, 1998 - November 30, 2000

CONSECO SECURITIES, INC.

CRD#: 29367

CARMEL, IN

Past

June 2, 1998 - August 5, 1998

CONSECO FINANCIAL SERVICES, INC.

CRD#: 629

CARMEL, IN

Past

October 12, 1987 - January 3, 1989

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/25/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/1/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/13/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Racquel Nakata

EQUITABLE ADVISORS, LLC

IAR

Honolulu, HI

Matthew James Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

New York, NY

Kyle Mylius

HUMANIZE WEALTH

IAR

Seattle, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey A. Renaker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Renaker's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERNATIONAL ASSETS ADVISORY, LLC

BROOKSTONE SECURITIES, INC.

J.W. COLE FINANCIAL, INC.

NATIONAL PLANNING CORPORATION

CONSECO SECURITIES, INC.

CONSECO FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/25/2003

Series 6

Date: 6/1/1998

Series 26

Date: 2/13/2001

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors