Jolyn Chappell
Investment adviser representative at Gradient Advisors, LLC
17 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
17 years in the industry.
- Gradient Advisors, LLCOct 2017 to now
- Person 2 Person Financial AdvantageOct 2015 to now
- Moonstone Investements LLCOct 2009 to now
- First National Investment AdvisorsNov 2016 to Jul 2017
- Intervest International, IncFeb 2016 to Nov 2016
- Intervest International Equities, CorpNov 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6293016
- Firm CRD
- 152665