Stephen Jordan Walton

Current Employers

Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-04-14
VA	RA	APPROVED	2016-01-06

FL RA
APPROVED

Since 2022-04-14
VA RA
APPROVED

Since 2016-01-06

Branch Locations

8529 Meadowbridge Road Suite 700, Mechanicsville, VA 23116 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gradient Advisors, Llc	Arden Hills	MN	01/2016	Present
4-1-1 Retirement Group Inc.	Mechanicville	VA	07/2015	05/2018
Walton Wealth Management Inc.	Mechanicsville	VA	05/2018	Present

01/2016 → Present

Gradient Advisors, Llc

Arden Hills, MN
07/2015 → 05/2018

4-1-1 Retirement Group Inc.

Mechanicville, VA
05/2018 → Present

Walton Wealth Management Inc.

Mechanicsville, VA

Other Businesses

dba Walton Wealth Management Inc.- Non-investment related - 8529 Meadowbridge Road Mechanicsville, VA 23116 - Retirement Planning, Tax Planning, and Insurance sales; President; 80 hours/month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-10-31

S65 Uniform Investment Adviser Law Examination

2015-10-31

Other Names

Jordan Walton

View on SEC IAPD

Current Employers

Gradient Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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