Jeremy
Bryan

Gradient Investments, LLC

CRD#4266823
Investment Advisor
in Saint Paul, MN

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About this Advisor

Jeremy Bryan is a financial advisor based in Saint Paul, Minnesota, working with Gradient Investments, LLC. Jeremy has previously held positions at Alerus Investment Advisors Corporation and Gradient Investments, LLC. Jeremy is registered to provide services in Minnesota and Texas. Currently, Jeremy is part of Gradient Investments, LLC, which operates out of Saint Paul, Minnesota. The firm has 39 employees and manages assets totaling $5.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Gradient Investments, LLC includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4105 Lexington Avenue North Suite 250
Saint Paul, MN 55126

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Gradient Investments, LLC Brokerage Details

Total Assets Under Management

$5,268,163,746

MN Average: $5,289,111,388
Total Number of Employees

39

MN Average: 157
Total Number of Accounts

56,752

MN Average: 8,262
Average Account Size

$92,828

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jeremy Bryan Work History

2016 - Present (8 years)

Gradient Investments, LLC

2011 - 2016 (5 years)

Alerus Investment Advisors Corporation

Disclosures

Please visit the SEC profile of Jeremy Bryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gradient Investments, LLC

Kimberly Johnson
Saint Paul, MN
Matthew Anderson
Saint Paul, MN
Benjamin Sand
Saint Paul, MN
Robert Punch
Saint Paul, MN
Michael Binger
Saint Paul, MN
Douglas Amis
Durham, NC
Jonathan Vanorden
Saint Paul, MN
Ernesto De La Torre Marin
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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