Skip to content

Jonathan Adam Vanorden

Investment adviser representative at Gradient Investments, LLC
14 yearsExperience
2 statesRegistered in
$8.8BFirm assets
16 yearsFirm in business

Are you Jonathan Adam Vanorden? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Jonathan Vanorden, Sole ProprietorMay 2024 to now
  2. Gradient Investments, LLCOct 2011 to now
  3. Vanorden Capital L.L.C.Mar 2024 to Nov 2025

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Gradient Investments, LLC

$8.8BAssets managed
26,806Clients
16Advisers
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
5270047
Firm CRD
141726
Advisor's SEC record (opens in a new tab)
CallContact this firm