Joseph Henry Lux
Investment adviser representative at Gradient Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$289.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Gradient Advisors, LLCMay 2024 to now
- The Joe Lux Financial Team, LLCAug 2021 to now
- Blackridge Asset Management, LLCAug 2019 to Oct 2023
- My Employer CaresJul 2019 to May 2021
- American Retirement InstituteMar 2019 to May 2021
- Integrity Retirement SolutionsMar 2019 to May 2021
- Retirement Wealth AdvisorsMar 2019 to Aug 2019
- Roh Rich LexusFeb 2017 to Mar 2019
- Dlux ProductionsApr 2012 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2215923
- Firm CRD
- 152665