Christopher Kelly Barton
Investment adviser representative at Gradient Advisors, LLC
10 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
10 years in the industry.
- Gradient Advisors, LLCApr 2026 to now
- Self Employed Insurance SalesApr 2017 to now
- Jehm Wealth & Retirement, LLCMay 2019 to Jan 2026
- Brookstone Capital ManagementJul 2018 to Jun 2019
- MML Investors ServicesSep 2017 to Feb 2018
- MassmutualJun 2017 to Feb 2018
- Ward ServicesSep 2016 to Feb 2018
- Principal Securities Inc/principal Financial GroupJul 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6372915
- Firm CRD
- 152665