Jon Anthony Hoyle
Professional Summary
Jon Anthony Hoyle, who also goes by Jon A Hoyle, Jon Hoyle, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Kings Mountain, North Carolina. Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jon has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Social Security & Medicare Planning
- Risk Management & Insurance
- Investment Management
- Business Services
Biography
I am a fee based, independent fiduciary that focuses on innovative solutions to help my valued clients protect and grow what they have saved, invest their money where it makes sense, and guide them on their journey through retirement.
Other Aliases
Jon Anthony Hoyle, Jon A Hoyle, Jon Hoyle
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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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Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GRADIENT ADVISORS, LLC
Contact Information
Main Address
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126Phone Number
(877) 885-0508# of Employees
173SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,152AUM (Assets Under Management)
$289,253,282Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
GRADIENT ADVISORS, LLC
State Registrations and Notice Filings
(4/28/2026)
(4/30/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2011About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jon Anthony Hoyle's CRS (Customer Relationship Summary).
Services Offered by Jon
- Retirement Planning
- Social Security & Medicare Planning
- Risk Management & Insurance
- Investment Management
- Business Services
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