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JR

Jaime R. Ragins

GRADIENT ADVISORS
Davenport, IA 52803
Some features on this profile are disabled
CRD#: 6759287
JR

Professional summary

Jaime Rochelle Ragins, who also goes by Jaime Brown, Jaime Rochelle Brown, Jaime Ragins, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Davenport, Iowa.

Jaime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jaime has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jaime Brown | Jaime Rochelle Brown | Jaime Ragins

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 Jaime Rochelle Ragins'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

November 17, 2025 - Present

GRADIENT ADVISORS, LLC

Office #1: 1225 E River Dr, Davenport, IA 52803
RIA
CRD#: 152665
Davenport, IA
Past

January 29, 2020 - October 1, 2025

MIDWEST FINANCIAL NETWORK, LLC

RIA
CRD#: 302095
Davenport, IA
Past

March 23, 2017 - November 10, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
DAVENPORT, IA

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
Illinois
(12/16/2025)
IAR
Iowa
(11/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/20/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/24/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/23/2017
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)
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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)

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

CRD#: 152665Davenport, IA 52803

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