Unclaimed
Jeremy Bryan is an investment advisor representative associated with Gradient Investments, LLC. Jeremy has been in the industry for over 20 years and holds the Series 7 designation. Jeremy is a Chartered Financial Analyst (CFA) and has been working with Alerus Investment Advisors Corporation since 2011 and with Gradient Investments, LLC since 2016. Jeremy's area of expertise is in Portfolio Management for Individuals and Businesses. Jeremy is registered in both Minnesota and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
MN
01/03/2023 - Present
Gradient Investments, LLC (ARDEN HILLS MN)
NY
05/06/2002 - 06/25/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
12/20/2001 - 05/22/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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