Jolyn Chappell

GRADIENT ADVISORS

Gunnison, UT 84634

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CRD#: 6293016

Professional summary

Jolyn Chappell, who also goes by Jolyn C Camp, Jolyn Chappell Camp, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Gunnison, Utah.

Jolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jolyn has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jolyn C Camp | Jolyn Chappell Camp

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) dba JoLyn Chappell - 315 N. 400 E., Centerfield, UT 84622 - Wealth Management, Financial Planning, and Retirement Planning - Owner - Investment Related - Start Date: 10/2017 2) Person2Person Financial Advantage - 315 N. 400 E., Centerfield, UT 84622-Insurance Sales- Start Date: 12/10/2015 - Owner - 40 Hours / Week 3) Moonstone Investment, LLC - 315 N. 400 E., Centerfield, UT 84622 - Ownership and Management of Rental Properties - Start Date: 10/2009 - 4 hr/month 4) Integrated Trusts Systems - 178 S. Main, #1, Gunnison, UT 84634 - Platform to create a trust and will via online and phone call with a specialist - Sales Agent - Start Date: 04/2017 - 2 hr/month 5) Hobby Farm; Not investment Related; 315 N 400 E Centerfield and 185 W 400 North Centerfield UT; Owner; 10/2009 40Hrs/Mo 6) Nedley Recovery Program; Not investment Related; 550 S 300 E St, Gunnison, UT; Volunteer to conduct 8-week courses of Nedley DARP and follow-up; Associate Director; 9/202; 12hours a month for 2 8 week courses a year

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jolyn Chappell'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

October 17, 2017 - Present

GRADIENT ADVISORS, LLC

Office #1: 178 S. Main #1, Gunnison, UT 84634

RIA

CRD#: 152665

Gunnison, UT

Past

November 4, 2016 - July 17, 2017

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Centerfield, UT

Past

February 4, 2016 - November 1, 2016

INTERVEST INTERNATIONAL, INC.

RIA

CRD#: 111516

Centerfield, UT

Past

November 30, 2015 - November 1, 2016

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

Centerfield, UT

Past

October 9, 2014 - December 11, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

HURRICANE, UT

Past

March 31, 2014 - December 11, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

HURRICANE, UT

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

Utah
(10/17/2017)

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: 10/2/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/30/2014

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 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jolyn Chappell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jolyn Chappell's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST ADVISORS NATIONAL, LLC

INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2014

Series 63

Date: 4/18/2014

SIE

Date: 11/1/2016

Series 6

Date: 3/30/2014

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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