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Jaime Rochelle Ragins

Gradient Advisors, LLC

Davenport, IA

Arden Hills, MN

CRD 6759287

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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
IL RA APPROVED 2025-12-16
IA RA APPROVED 2025-11-17
  • IL RA
    APPROVED
    Since 2025-12-16
  • IA RA
    APPROVED
    Since 2025-11-17

Branch Locations

1225 E River Dr, Davenport, IA 52803 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Davenport IA 02/2017 12/2017
Mml Investors Services Davenport IA 03/2017 12/2017
Ragins Business Development Services Llc Cedar Falls IA 04/2013 02/2017
Aflac Davenport IA 02/2018 12/2018
First Serve Agency Llc Le Claire IA 12/2017 Present
Midwest Financial Network, Llc Tinley Park IL 01/2020 09/2025
Gradient Advisors, Llc Arden Hills MN 11/2025 Present
  • 02/2017 → 12/2017
    Mass Mutual Life Insurance Company
    Davenport, IA
  • 03/2017 → 12/2017
    Mml Investors Services
    Davenport, IA
  • 04/2013 → 02/2017
    Ragins Business Development Services Llc
    Cedar Falls, IA
  • 02/2018 → 12/2018
    Aflac
    Davenport, IA
  • 12/2017 → Present
    First Serve Agency Llc
    Le Claire, IA
  • 01/2020 → 09/2025
    Tinley Park, IL
  • 11/2025 → Present
    Arden Hills, MN
Previous Registrations
Other Businesses

1. First Serve Financial LLC | Investment Related | 1225 E River Dr, Ste 301, Davenport, IA 52803 | Financial Planning | Owner | Investment Advisor Representative | 11/2025 |150hr/mo | 150hrs/mo during trading | Advisory and Insurance Services 2. Love QC Tennis | Not investment Related | Davenport IA | Tennis | Founder | Director | 07/2021 |20hr/mo | 5hrs/mo during trading | Community Tennis Program

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-20
S63 Uniform Securities Agent State Law Examination 2017-04-24
  • S65 Uniform Investment Adviser Law Examination
    2020-01-20
  • S63 Uniform Securities Agent State Law Examination
    2017-04-24
Other Names
  • Jaime Rochelle Brown
  • Jaime Brown
  • Jaime Ragins

View on SEC IAPD

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