Joia Lauren Jesa Simonson

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

• 03/2016 → 02/2019
  The Ballroom
  Portage, WI
• 01/2026 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 10/2019 → 09/2022
  Gap Inc
  Portage, WI
• 05/2022 → 08/2022
  Hg Meigs
  Portage, WI
• 03/2019 → 08/2022
  Chula Vista- Coldwater Canyon Golf Course
  Wisconsin Dells, WI
• 02/2020 → 10/2022
  Macalester College
  St. Paul, MN
• 01/2023 → 02/2023
  Duke University
  Durham, NC
• 08/2019 → 12/2022
  College Student
  St. Paul, MN
• 09/2015 → 05/2019
  High School Student
  Portage, WI
• 09/2025 → Present
  Miller Simonson Insurance, Llc
  Portage, WI
• 02/2023 → 09/2025
  Meg Hunter State Farm
  Garner, NC

Other Businesses

1. Simonson Financial Group | Investment Related | 118 W Collins St, Portage, WI 53901 | Advisory | Financial Advisor | Investment Advisor Representative | 01/2026 | 80hrs/mo | 100hrs/mo during trading | Advisory Services 2. Miller Simonson Insurance, LLC | Investment Related | 118 W Collins St, Portage, WI 53901 | Insurance| Associate | Agent | 09/2025 | 80hrs/mo | 60hrs/mo during trading | Insurance Services 3. Portage Community Schools | Not investment Related | Portage WI | Sports Volunteer| Assistant Coach | 03/2025 | 10hrs/mo outside of trading | Assistant High School Softball Coach

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-08