Jason Ryan Adams
Investment adviser representative at Gradient Advisors, LLC
24 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
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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
24 years in the industry.
- Gradient Advisors, LLCAug 2020 to now
- Jason Adams Sole ProprietorJun 2002 to now
- Sagepoint Financial, Inc.Jun 2019 to Jul 2020
- Nylife Securities LLCMay 2016 to Apr 2019
- New York Life Insurance CoApr 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5380367
- Firm CRD
- 152665