John Anthony Sicola

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

• 02/2017 → 01/2020
  Tucker Asset Management Llc
  Denver, CO
• 02/2022 → 03/2025
  Ae Wealth Management, Llc
  Topeka, TX
• 01/2022 → 03/2025
  The Lloyd Financial Group, Llc
  Houston, TX
• 09/1977 → 05/2025
  John Sicola Insurance Services
  Houston, TX
• 04/2017 → 01/2022
  Sicola Advisory Group, Llc
  Houston, TX
• 05/2025 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2022-02-25 → 2025-03-28
  Ae Wealth Management, Llc
  Houston, TX
  Houston, TX
• 2017-03-13 → 2020-01-21
  Tucker Asset Management Llc
  Houston, TX

Other Businesses

1. Sicola Advisory Group, LLC | Investment Related | Houston TX | Financial Planning | Owner | Investment Advisor Representative | 05/2025 | 160hrs/ mo | 160hrs/mo during trading | Advisory and Insurance 2. Knights of Columbus |Not investment Related | Houston TX | Non Profit | Member | 07/2015 | 6hrs/mo outside of trading | Catholic Fraternal Charity Organization

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-09-03

Designations

• Chartered Financial Consultant