JV
Jonathan A. Vanorden
GRADIENT INVESTMENTS
Arden Hills, MN 55126
Some features on this profile are disabled
CRD#: 5270047
JV
Professional summary
Jonathan Adam Vanorden is a registered financial advisor currently at GRADIENT INVESTMENTS, LLC located in Arden Hills, Minnesota.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jonathan has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. Gradient Investments, LLC; Investment Related; Shoreview, MN; Registered Investment Advisor; Investment Advisor Representative/Back Office; Started 10/2011; 160 hrs./month; 128 hrs. during trading; Duties include Investment Consulting and Managing employees. 2. Jonathan VanOrden, Sole Proprietor; Investment Related; Eden Prairie, MN; Insurance Sales; Insurance Agent; Started 5/2024; 40 hrs./month; 0 hrs. during trading; Duties include Insurance Sales.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Adam Vanorden's 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®
NoneExperience
Current
January 4, 2012 - Present
GRADIENT INVESTMENTS, LLC
Office #1: 4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126RIA
CRD#: 141726
Arden Hills, MN
Past
March 26, 2024 - November 4, 2025
VANORDEN CAPITAL L.L.C.
RIA
CRD#: 329166
EDEN PRAIRIE, MN
Past
November 2, 2011 - December 31, 2011
GRADIENT INVESTMENTS, LLC
RIA
CRD#: 141726
SHOREVIEW, MN
Past
October 26, 2011 - April 28, 2014
GRADIENT SECURITIES, LLC
BD
CRD#: 127701
ARDEN HILLS, MN
Past
January 3, 2011 - November 8, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MINNEAPOLIS, MN
Past
January 3, 2011 - November 8, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MINNEAPOLIS, MN
Past
February 1, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
MINNEAPOLIS, MN
Past
February 1, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
MINNEAPOLIS, MN
Past
January 23, 2007 - May 2, 2007
B. C. ZIEGLER AND COMPANY
BD
CRD#: 61
MINNETONKA, MN
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".
GI
GRADIENT INVESTMENTS, LLC
GRADIENT INVESTMENT GROUP LLC | REGISTERED INDEPENDENT ADVISORS, LLC | REGISTERED INDEPENDENT AGENTS, LLC | GRADIENT INVESTMENTS, LLC
CRD#: 141726 / SEC#: 801-70812
RIA
Registered Investment Advisory firm - (12/1/2009 Approved)Alabama
Registered Investment Advisory firm - (1/20/2010 Terminated)Arizona
Registered Investment Advisory firm - (12/8/2009 Terminated)California
Registered Investment Advisory firm - (12/9/2009 Terminated)Colorado
Registered Investment Advisory firm - (12/10/2009 Terminated)Florida
Registered Investment Advisory firm - (12/8/2009 Terminated)Idaho
Registered Investment Advisory firm - (12/8/2009 Terminated)Kansas
Registered Investment Advisory firm - (12/8/2009 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2009 Terminated)Minnesota
Registered Investment Advisory firm - (12/8/2009 Terminated)Missouri
Registered Investment Advisory firm - (12/8/2009 Terminated)Nevada
Registered Investment Advisory firm - (12/31/2009 Terminated)New Jersey
Registered Investment Advisory firm - (12/8/2009 Terminated)New York
Registered Investment Advisory firm - (11/19/2009 Cancelled)North Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)Ohio
Registered Investment Advisory firm - (12/8/2009 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/10/2009 Terminated)South Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)Tennessee
Registered Investment Advisory firm - (12/23/2009 Terminated)Texas
Registered Investment Advisory firm - (12/8/2009 Terminated)Virginia
Registered Investment Advisory firm - (12/9/2009 Terminated)Wisconsin
Registered Investment Advisory firm - (12/8/2009 Terminated)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
Minnesota(12/10/2013)
IAR
Texas(1/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GI
GRADIENT INVESTMENTS, LLC
GRADIENT INVESTMENT GROUP LLC | REGISTERED INDEPENDENT ADVISORS, LLC | REGISTERED INDEPENDENT AGENTS, LLC | GRADIENT INVESTMENTS, LLC
CRD#: 141726 / SEC#: 801-70812
RIA
Registered Investment Advisory firm - (12/1/2009 Approved)Alabama
Registered Investment Advisory firm - (1/20/2010 Terminated)Arizona
Registered Investment Advisory firm - (12/8/2009 Terminated)California
Registered Investment Advisory firm - (12/9/2009 Terminated)Colorado
Registered Investment Advisory firm - (12/10/2009 Terminated)Florida
Registered Investment Advisory firm - (12/8/2009 Terminated)Idaho
Registered Investment Advisory firm - (12/8/2009 Terminated)Kansas
Registered Investment Advisory firm - (12/8/2009 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2009 Terminated)Minnesota
Registered Investment Advisory firm - (12/8/2009 Terminated)Missouri
Registered Investment Advisory firm - (12/8/2009 Terminated)Nevada
Registered Investment Advisory firm - (12/31/2009 Terminated)New Jersey
Registered Investment Advisory firm - (12/8/2009 Terminated)New York
Registered Investment Advisory firm - (11/19/2009 Cancelled)North Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)Ohio
Registered Investment Advisory firm - (12/8/2009 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/10/2009 Terminated)South Carolina
Registered Investment Advisory firm - (12/8/2009 Terminated)Tennessee
Registered Investment Advisory firm - (12/23/2009 Terminated)Texas
Registered Investment Advisory firm - (12/8/2009 Terminated)Virginia
Registered Investment Advisory firm - (12/9/2009 Terminated)Wisconsin
Registered Investment Advisory firm - (12/8/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126
Mailing Address
Phone number
(888) 824-3525
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 69,105 |
| AUM (Assets Under Management) | $ 7,096,331,987 |
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.
