Gerald Gordon Ginwright

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

• 05/2017 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 12/1987 → Present
  Self-Employed
  Birmingham, AL

Other Businesses

1) dba Mainstream Asset Advisors, LLC - 2 North 20th Street, Suite 1140, Birmingham, AL 35203 - Wealth Management and Retirement Planning - Owner - Investment Related - Start Date: 05/2017 2) Mainstream Financial Group - 2 North 20th Street, Suite 1140, Birmingham, AL 35203 - Fixed Annuity and Insurance Sales - Independent Agent - Investment Related - Start Date: 12/1987 3) 2 KnowMoney - 2 North 20th Street, Suite 1140, Birmingham, AL 35203 - Non-profit - non-solicitations financial literacy workshops and presentation - Founder - Start Date 09/2014 4) CEOTA | Not Investment Related | Decatur AL | Community Service | Director | 12/2024 | 3hrs/mo | 3hrs/mo during trading | Assist in organizing and presenting programs to support Old Town Decatur with Art 5) Elder Foundation | Not Investment Related | Birmingham AL | Non-profit | Board Member | 01/2025 | 1hr/mo outside of trading | Supporting homebound seniors in providing meals

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-07