JA
Jason R. Adams
GRADIENT ADVISORS
Arlington, TX 76015
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CRD#: 5380367
JA
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.
1. [Rambling Creek Venture, LLC; Rental properties; 2702 Zinfandel Ln. Arlington TX 76001; Owner; Rental Income; 2 hours per month \ 0 hours during securities trading | Not investment related | Start date: 4/3/2012 | working with renters, managing the property 2. [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2702 Zinfandel Ln. Arlington TX 76001; Commissions; Start Date: 04/2016; 5 hours per month; investment related] 3. [Property and Casualty Sales; Appointed with outside carriers for the purpose of selling property and casualty products; 2702 Zinfandel Ln. Arlington TX 76001; Start date: 08/2014; 2 hours per month; commissions; insurance related] 4. JASON ADAMS Sole Proprietor POSITION: Sole Proprietor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS a month: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/10/2002 ADDRESS: 2702 Zinfandel Ln, Arlington TX 76001, United States DESCRIPTION: Insurance Sales 5. JASON ADAMS POSITION: Sole Proprietor NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2009 ADDRESS: 2702 Zinfandel Ln, Arlington TX 76001, United States DESCRIPTION: Receive Oil & Gas Royalties 6. RAMBLING CREEK VENTURE POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: 2702 Zinfandel Ln, Arlington TX 76001, United States DESCRIPTION: Real Estate Acquisition 7. Jay & Ryan Trucks LLC; Non investment related; 701 Highlander Blvd #155, Arlington, TX 76015; Shipping and logistics; Partner; Start date 03//2022; 2 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Jason Ryan Adams'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
August 3, 2020 - Present
GRADIENT ADVISORS, LLC
Office #1: 701 Highlander Blvd Suite 155, Arlington, TX 76015RIA
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.
BD
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
BD
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.
BD
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.
BD
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".
GA
GRADIENT ADVISORS, LLC
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 Approved)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 3,222 |
| AUM (Assets Under Management) | $ 218,611,410 |
Red Flags
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