Jack Garrett Welchlin
Investment adviser representative at Gradient Wealth Management
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Gradient Securities, LLCJul 2023 to now
- Core Income Advisors, LLCApr 2023 to now
- Transamerica Investors Securities CorporationApr 2021 to Apr 2023
- Transamerica Life Insurance CompanyOct 2017 to Apr 2023
- Starkey Hearing TechnologiesMar 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7364903
- Firm CRD
- 127701