Jonathan Lee Ullivarri

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

• 09/2015 → 03/2021
  Golf Galaxy
  Orlando, FL
• 03/2021 → 02/2024
  Club Champion Golf
  Orlando, FL
• 03/2024 → 12/2024
  True Spec Golf
  Orlando, FL
• 01/2025 → 08/2025
  Blueprint Insurance Group
  Casselberry, FL
• 08/2025 → Present
  Eternal Empire Insurance
  Sanford, FL
• 10/2025 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Other Businesses

1. Eternal Empire Investments | Investment Related | 250 W Lake Mary Blvd, #3135, Sanford, FL 32773 |Advisory | President| Investment Advisor Representative | 10/2025 | 120hrs/mo | 120hrs/mo during trading | Advisory Services 2. Eternal Empire Insurance | Investment Related | 250 W Lake Mary Blvd, #3135, Sanford, FL 32773 |Insurance| Associate| Agent | 10/2025 | 40hrs/mo | 40hrs/mo during trading | Insurance Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-18