Jonathan Lee Ullivarri
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, LLCOct 2025 to now
- Eternal Empire InsuranceAug 2025 to now
- Blueprint Insurance GroupJan 2025 to Aug 2025
- True Spec GolfMar 2024 to Dec 2024
- Club Champion GolfMar 2021 to Feb 2024
- Golf GalaxySep 2015 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8177960
- Firm CRD
- 152665