Jason Andrew Beatty
Investment adviser representative at Gradient Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$607.9MFirm assets
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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
11 years in the industry.
- Gradient Securities, LLCJun 2026 to now
- Kestra Advisory Services, LLCJun 2025 to Apr 2026
- Kestra Investment Services, LLCJun 2025 to Apr 2026
- Financial Engines Advisors L.L.C.Nov 2023 to Jun 2025
- Capital AnalystsFeb 2023 to Aug 2023
- Lincoln InvestmentFeb 2023 to Aug 2023
- AgiaDec 2022 to Jan 2023
- Valic Financial Advisors, Inc.Aug 2020 to Jan 2023
- UnemployedJun 2020 to Aug 2020
- Morgan StanleyMar 2019 to May 2020
- Morgan Stanley Private Bank, N.AMar 2019 to May 2020
- Minnesota Life Insuranc CoAug 2018 to Jan 2019
- Omni Financial ServicesAug 2018 to Jan 2019
- Securian Financial Services IncAug 2018 to Jan 2019
- Verizon WirelessJun 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6563611
- Firm CRD
- 127701