AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

John W. Bunt

GRADIENT ADVISORS
Knoxville, TN 37923
Some features on this profile are disabled
CRD#: 6832881
JB

Professional summary


John Weaver Bunt, who also goes by John Bunt, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Knoxville, Tennessee.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Bunt

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. Local Retirement Group, LLC; Investment-related; 9041 Executive Park Dr Suite 250 Knoxville TN 37923; Insurance Agency; Owner; Agent; 200 hours/mo, 160hrs during trading; Insurance and Medicare Sales 2. Greenbrook HOA; not investment related; 3422 Orange Blossom Ln. Knoxville, TN 37931; HOA; Vice President; 06/2021; 1 hour per month not during trading; attend meetings and vote on requests.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Weaver Bunt'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

December 8, 2023 - Present

GRADIENT ADVISORS, LLC

Office #1: 9041 Executive Park Dr Ste 102, Knoxville, TN 37923
RIA
CRD#: 152665
Knoxville, TN
Past

June 30, 2020 - August 23, 2023

BANKERS LIFE ADVISORY SERVICES, INC.

RIA
CRD#: 281285
Knoxville, TN
Past

December 13, 2019 - August 23, 2023

BANKERS LIFE SECURITIES, INC.

BD
CRD#: 173962
Knoxville, TN

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
Tennessee
(12/8/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2019
General Securities Representative Examination
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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 10-2025 (10/21/2025)

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#: 152665Knoxville, TN 37923

TRUST BUT VERIFY

Monitor John Bunt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Lester Russell Kefauver IV
Lester KefauverAdvisorCheck Check Mark
FLAGSHIP HARBOR ADVISORS, LLC
IAR
RR
Maryville, TN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics