Jorge
Trevino
Gradient Securities, LLC
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About this Advisor
Jorge Trevino is a financial advisor based in Saint Paul, Minnesota, working with Gradient Securities, LLC. Jorge has previously held positions at Trev Corp Financial Services, Quest Capital Strategies, Inc, Gradient Securities, LLC, and Prima Insurance And Wealth Management, LLC. Jorge has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan, North Carolina, Texas, and Virginia. Currently, Jorge is part of Gradient Securities, LLC, which operates out of Saint Paul, Minnesota. The firm has 38 offices and 62 employees. The firm manages assets totaling $475.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gradient Securities, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Securities, LLC Brokerage Details
$475,170,843
62
6,625
$71,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jorge Trevino Work History
Gradient Securities, LLC
Prima Insurance And Wealth Management, LLC
Quest Capital Strategies, Inc
Trev Corp Financial Services
Disclosures
Please visit the SEC profile of Jorge Trevino 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 Wealth Management
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Anoka, MN
Saint Paul, MN
Liberty Hill, TX
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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