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Karen Louise Jackson

Gradient Securities, LLC

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About Karen Louise Jackson

Karen Louise Jackson is a registered representative with Gradient Securities, LLC, a firm based in Arden Hills, Minnesota. Karen has been in the financial services industry since 2007. Karen has a Series 7TO, SIE, and Series 11 license. Karen has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. Karen is a financial planner and provides investment advice.

Firm Information

Karen Jackson 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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Karen Jackson’s Registration & Firm History

MN

08/27/2024 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

NV

12/17/2008 - 12/17/2009

WOODBURY FINANCIAL SERVICES, INC. (HENDERSON NV)

CA

09/25/2007 - 10/29/2008

AXA ADVISORS, LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 02/26/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/04/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2007

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Louise Jackson.
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