Unclaimed
Jamie Jochum is a financial advisor with Gradient Securities, LLC. Jamie is based in Arden Hills, MN. Jamie's background includes working with various clients, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Prior to working with Gradient Securities, Jamie held positions at Ameriprise Financial Services Inc, PRUCO Securities, LLC, and Edward Jones.
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.
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.
Solicitor fees
1
2
MN
07/09/2019 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
MN
09/11/2017 - 06/27/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
04/22/2014 - 09/01/2017
PRUCO SECURITIES, LLC. (PLYMOUTH MN)
MN
09/03/2013 - 03/26/2014
CETERA ADVISOR NETWORKS LLC (PLYMOUTH MN)
MN
06/20/2013 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PLYMOUTH MN)
MO
12/21/2012 - 02/12/2013
EDWARD JONES (ST. LOUIS MO)
MN
08/01/2012 - 12/18/2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
07/01/2010 - 08/15/2011
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
CA
08/28/2006 - 06/17/2010
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
10/24/2001 - 07/25/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 01/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/13/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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