Jason R. Adams

GRADIENT ADVISORS

Arlington, TX 76015

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CRD#: 5380367

Professional summary

Jason Ryan Adams is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Arlington, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ryan Adams'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

August 3, 2020 - Present

GRADIENT ADVISORS, LLC

Office #1: 701 Highlander Blvd Suite 155, Arlington, TX 76015

RIA

CRD#: 152665

Arlington, TX

Past

June 26, 2019 - August 5, 2020

OSAIC SERVICES, INC.

RIA

CRD#: 133763

COLLEYVILLE, TX

Past

June 26, 2019 - August 5, 2020

OSAIC SERVICES, INC.

CRD#: 133763

COLLEYVILLE, TX

Past

July 13, 2016 - March 22, 2019

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

FORT WORTH, TX

Past

May 11, 2016 - March 22, 2019

NYLIFE SECURITIES LLC

CRD#: 5167

FORT WORTH, TX

Past

April 9, 2014 - April 26, 2016

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

IRVING, TX

Past

March 3, 2014 - April 26, 2016

PRUCO SECURITIES, LLC.

CRD#: 5685

IRVING, TX

Past

June 29, 2010 - March 4, 2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

ARLINGTON, TX

Past

August 13, 2007 - March 4, 2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

ARLINGTON, TX

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

Texas
(8/3/2020)

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

IAR

Series 65

Date: 6/11/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/22/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/12/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

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

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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 12-2025 (12/10/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Jason R. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ryan Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2010

Series 63

Date: 8/22/2007

SIE

Date: 10/1/2018

Series 6

Date: 8/12/2007

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

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