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Andy Jaikaran is an Investment Advisor Representative at Gradient Advisors, LLC, and has been in the industry since 2014. Andy is a licensed Investment Advisor in Florida, with a Series 65 license. Andy is also a licensed Real Estate Agent in Florida. Andy Jaikaran specializes in working with high net worth individuals and individuals other than high net worth. Andy's firm, Gradient Advisors, LLC, provides a range of financial planning services, including portfolio management, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
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FL
08/08/2024 - Present
Gradient Advisors, LLC (Lutz FL)
IA
Issued 07/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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