Joia Lauren jesa Simonson
Investment adviser representative at Gradient Advisors, LLC
11 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
11 years in the industry.
- Gradient Advisors, LLCJan 2026 to now
- Miller Simonson Insurance, LLCSep 2025 to now
- Meg Hunter State FarmFeb 2023 to Sep 2025
- Duke UniversityJan 2023 to Feb 2023
- HG MeigsMay 2022 to Aug 2022
- Macalester CollegeFeb 2020 to Oct 2022
- Gap IncOct 2019 to Sep 2022
- College StudentAug 2019 to Dec 2022
- Chula Vista- Coldwater Canyon Golf CourseMar 2019 to Aug 2022
- The BallroomMar 2016 to Feb 2019
- High School StudentSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8209000
- Firm CRD
- 152665