Jon Anthony Hoyle
Investment adviser representative at Gradient Advisors, LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Gradient Advisors, LLCApr 2026 to now
- Independent Medicare AgentMay 2025 to now
- Zero Day Capital Enterprises LLCJun 2025 to Aug 2025
- Sole ProprietorAug 2022 to Apr 2026
- Innovation Partners LLCAug 2022 to Jun 2025
- Ip Financial Advisory Services LLCAug 2022 to Jun 2025
- Chandler Hahn Insurance AgencyJan 2022 to Oct 2022
- State Farm Vp Management CorpJan 2022 to Aug 2022
- Cambridge Investment Research Advisors Inc.Oct 2020 to Dec 2021
- Cambridge Investment Research, Inc.Jun 2020 to Dec 2021
- Securities America, Inc.Oct 2018 to Jun 2020
- Oneamerica SecuritiesOct 2017 to Oct 2018
- American United LifeSep 2017 to Oct 2018
- Voya Financial Advisors, Inc.Sep 2015 to Oct 2017
- Jon Hoyle Financial ServicesSep 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 5978160
- Firm CRD
- 152665