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Andy Persaud Jaikaran

Investment adviser representative at Gradient Advisors, LLC
12 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

12 years in the industry.

  1. Gradient Advisors, LLCJul 2024 to now
  2. Florida Homes Realty and MortgageJan 2020 to now
  3. Money Tree ConsultingApr 2019 to Sep 2024
  4. Century 21 AffiliatedApr 2017 to Dec 2019
  5. Amk Quality HomesNov 2015 to Dec 2019
  6. Independent AgentApr 2014 to Mar 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
7807077
Firm CRD
152665
Advisor's SEC record (opens in a new tab)
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