Kerry James Bouchard
Investment adviser representative at Gradient Advisors, LLC
46 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
Are you Kerry James Bouchard? Claim your profile
Contact this firm
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
46 years in the industry.
- Gradient Advisors, LLCMar 2022 to now
- Milestone RetirementJul 1980 to now
- Simplicity Wealth, LLCFeb 2020 to Jul 2021
- Horter Investment ManagementJun 2017 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4092700
- Firm CRD
- 152665