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Rebecca Jean Irey

Gradient Advisors, LLC

Hutto, TX

Arden Hills, MN

CRD 2250658

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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:

Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • OK RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

Hutto, TX • 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
OrganizationCityStateFromTo
Ri Transcription Solutions Hutto TX 01/1995 Present
Gradient Advisors, Llc Gradient Advisors, Llc MN 11/2025 Present
Federal Employee Advocate Program Hutto TX 11/2025 Present
  • 01/1995 → Present
    Ri Transcription Solutions
    Hutto, TX
  • 11/2025 → Present
    Gradient Advisors, Llc, MN
  • 11/2025 → Present
    Federal Employee Advocate Program
    Hutto, TX
Other Businesses

1. Blue Skye Financial | Investment Related | Hutto TX| Financial Planning | Owner | Investment Advisor Representative | 11/2025 | 160hrs/mo | 160hrs/mo during trading | Advisory and Insurance Services 2. Federal Employee Advocate Program |Investment Related | Hutto TX | Income planning | Advocate | 11/2025 | 40hrs/mo | 20hrs/mo during trading | Annuity Solutions for government employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 1992-08-07
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    1992-08-07
Other Names
  • Rebecca Jean Wolff
  • Rebecca Jean Ebert

View on SEC IAPD

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