Jeffrey Thomas Nash

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

• 10/2019 → Present
  Gradient Advisors Llc
  Arden Hills, MN
• 01/2001 → 04/2019
  Flagship Financial
  Atlanta, GA
• 04/2009 → Present
  Self Employed
  Atlanta, GA

Other Businesses

1) dba Strategy First Advisory Services; Investment Related; 1870 The Exchange, Suite 200, Atlanta, GA 30339; Owner; Financial and Retirement Planning; 2) Strategy First Financial; Investment Related; 1870 The Exchange, Ste 200, Atlanta, GA 30339; Insurance Sales; Sales; Start date 10/2019; 30 hrs/mo 3) Estate Guru; Not Investment Related; 26 Moriah Way Rydal GA 30171; Wills and Trusts; Agent; 01/2024; 0hrs/mo during trading; Website guide/ Customer Service 4) Jeff Nash - Notary; Not Investment Related; 26 Moriah Way Rydal GA 30171; Notary public; 12/2023; 4hrs/mo; Notary services

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-14