Carson Jerome Graves

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Carson Enterprise
  Mansfield, TX
• 08/2017 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2006-11-16 → 2007-10-04
  Wells Fargo Investments, Llc
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

1) Carson Enterprise (Retirement Education Center) - Insurance Sales - 1275 N Main Street, Mainsfield, TX 76063 - 60 hours/month 2) TrackStar Realty Group - Real Estate - Realtor - 1301 E Debbie Lane, Mansfield, TX 76063 - Non-investment related - 20 hours/month 3) Retirement EDU Financial; 1275 N Main St, Ste 105-5, Mansfield, TX 76063; Retirement and Financial Planning; Owner; Start date 12/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-31
• S66 Uniform Combined State Law Examination
  2006-11-10
• S63 Uniform Securities Agent State Law Examination
  2002-04-30