Jordan David Wright
Investment adviser representative at Gradient Advisors, LLC
19 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
Are you Jordan David Wright? Claim your profile
Contact this firm
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
19 years in the industry.
- American Senior BenefitsJan 2026 to now
- Gradient Advisors, LLCJan 2026 to now
- Bankers Life Advisory Services, IncSep 2022 to Dec 2025
- Bankers Life Securities, IncJul 2022 to Dec 2025
- Bankers Life & Casualty, IncFeb 2021 to Dec 2025
- J&s of Saint Auggie, LLCApr 2020 to Sep 2021
- Cellular SalesJun 2019 to May 2020
- Menards, IncJun 2007 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7578250
- Firm CRD
- 152665