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Jamie Lee Jochum

Gradient Securities, LLC

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About Jamie Lee Jochum

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.

Firm Information

Jamie Jochum is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Jamie Jochum’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Lee Jochum.
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