JG
Joel D. George
GRADIENT ADVISORS
Colorado Springs, CO 80903
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CRD#: 7668424
JG
Professional summary
Joel David George is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Colorado Springs, Colorado.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. Allied Wealth Investments LLC | Investment related | 11150 Huron St Northglenn CO 80234 & 319 N Weber St Colorado Springs CO 80903 | Advisory Services| Member | Investment Advisor Representative | 11/2022| 20hrs/mo | 20hrs/mo during trading | Investment Services 2. Allied Wealth Financial Group | Investment related | 11150 Huron St Northglenn CO 80234 & 319 N Weber St Colorado Springs CO 80903| Insurance Services | Member | Agent | 11/2022 | 140 hrs/mo | 140 hrs/mo during trading | Sales of fixed, indexed, & life insurance
CRS (Client Relationship Summary) - RIA
Click below to view Joel David George's 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®
NoneExperience
Current
November 29, 2022 - Present
GRADIENT ADVISORS, LLC
Office #1: 319 N Weber St, Colorado Springs, CO 80903Office #2: 311 W 24th Street, Pueblo, CO 81003RIA
CRD#: 152665
Colorado Springs, CO
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
Colorado(11/29/2022)
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
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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
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.
Company Information
GRADIENT ADVISORS, LLC
CRD#: 152665Colorado Springs, CO 80903TRUST BUT VERIFY
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