Michael Gregg Matter

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

• 05/2016 → 03/2019
  Jp Morgan Securities Llc
  Davis, CA
• 06/2016 → 03/2019
  Jpmorgan Chase Bank
  Davis, CA
• 01/2020 → 12/2020
  Mutual Of Omaha Investors Services
  Sacramento, CA
• 01/2020 → 12/2020
  Mutual Of Omaha Insurance Company
  Sacramento, CA
• 04/2019 → 01/2020
  Unemployed
  Sacramento, CA
• 06/2021 → 05/2023
  Pruco Securities, Llc.
  Roseville, CA
• 12/2020 → 03/2022
  Enhanced Logistics, Llc
  Sacramento, CA
• 04/2021 → 07/2021
  Lincoln Financial Group
  Folsom, CA
• 01/2022 → 05/2023
  Prudential Insurance Company Of America
  Roseville, CA
• 05/2023 → 11/2023
  Lifeco Insurance
  Sacramento, CA
• 11/2023 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2021-09-02 → 2023-05-26
  Pruco Securities, Llc.
  Roseville, CA
• 2020-01-28 → 2020-12-23
  Mutual Of Omaha Investor Services, Inc.
  Sacramento, CA
  Pleasant Hill, CA

Other Businesses

1. The Matter Financial Group, LLC | Investment Related | 3112 O Street STE 2 Sacramento CA 95816 | Financial Planning| Owner | Investment Advisor Representative | 11/2023 | 160hours/mo | 160hours/mo during trading | Advisory and Insurance Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-27
• S63 Uniform Securities Agent State Law Examination
  2016-07-11

Other Names

• Michael Gregg Matter
• Michael Matter