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Jon Anthony Hoyle
AdvisorCheck Check Mark

Jon A. Hoyle

GRADIENT ADVISORS | Financial Advisor and Founder of Retire With Care
Kings Mountain, NC
CRD#: 5978160
Jon Anthony Hoyle
AdvisorCheck Check Mark

Professional summary

Jon Anthony Hoyle, who also goes by Jon Anthony Hoyle, 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.

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.

Question & Answer

What are your service offerings?
Retirement Planning
Medicare and Entitlement Benef...
Insurance and Risk Management
Investment Management
Business Planning
How do you get paid?
Fee based
Are you a "fiduciary"?
Yes

Aliases

Jon Anthony Hoyle | Jon A Hoyle | Jon Hoyle

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 Jon Anthony Hoyle'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

April 28, 2026 - Present

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Kings Mountain, NC
Past

June 30, 2025 - August 15, 2025

ZERO DAY CAPITAL ENTERPRISES LLC

RIA
CRD#: 331228
KINGS MOUNTAIN, NC
Past

August 24, 2022 - June 26, 2025

IP FINANCIAL ADVISORY SERVICES LLC

RIA
CRD#: 305772
Kings Mountain, NC
Past

August 24, 2022 - December 31, 2025

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

January 10, 2022 - August 10, 2022

STATE FARM INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 3487
Belmont, NC
Past

January 5, 2022 - August 10, 2022

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

October 5, 2020 - December 21, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Gastonia, NC
Past

June 1, 2020 - December 21, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Gastonia, NC
Past

October 26, 2018 - June 1, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
GASTONIA, NC
Past

October 16, 2017 - October 30, 2018

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Charlotte, NC
Past

September 1, 2015 - October 17, 2017

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Gastonia, NC
Past

February 25, 2014 - August 31, 2015

SOUTHEAST INVESTMENTS, N.C., INC.

BD
CRD#: 43035
CHARLOTTE, NC
Past

December 6, 2011 - February 27, 2014

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
CHARLOTTE, NC

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
North Carolina
(4/28/2026)
IAR
South Carolina
(4/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/7/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/5/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,222
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.

Company Information

GRADIENT ADVISORS, LLC

Financial Advisor and Founder of Retire With CareCRD#: 152665Kings Mountain, NC

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Contact information

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