Joshua Eric Fallenstein
Investment adviser representative at Gradient Wealth Management
12 yearsExperience
12 statesRegistered in
$607.9MFirm assets
11 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 assetsHourlyFixed 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
12 years in the industry.
- Freedom Financial Insurance, LLCJun 2023 to now
- Freedom Wealth Management, LLC dba Aj Freedom FinancialJun 2023 to now
- Freedom Financial Tax, LLCJan 2018 to now
- Gradient Securities, LLCFeb 2014 to now
- Freedom Financial Insurance, LLC dba Aj Freedom FinancialJan 2018 to Jun 2023
- Aj Freedom Financial, Inc.Jun 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 12 states (CA, CO, FL, MD, NC, NH, NJ, NY, OR, PA, TX, VT).
Gradient Wealth Management
Legal name: Gradient Securities, LLC
$607.9MAssets managed
4,553Clients
63Advisers
11 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
- 5904288
- Firm CRD
- 127701