Best Investors Account Sign in
Inactive

Andy Persaud Jaikaran

Gradient Advisors, LLC

Land O Lakes, FL

Arden Hills, MN

CRD 7807077

Claim This Profile
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
FL RA APPROVED 2024-08-08
  • FL RA
    APPROVED
    Since 2024-08-08

Branch Locations

Land O Lakes, FL • United States

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

Disclosures

2 disclosure categories 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 Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Money Tree Consulting Land O Lakes FL 04/2019 09/2024
Florida Homes Realty And Mortgage Lutz FL 01/2020 Present
Century 21 Affiliated Tampa FL 04/2017 12/2019
Amk Quality Homes Hudson FL 11/2015 12/2019
Independent Agent Weeki Wachee FL 04/2014 03/2019
Gradient Advisors, Llc Arden Hills MN 07/2024 Present
  • 04/2019 → 09/2024
    Money Tree Consulting
    Land O Lakes, FL
  • 01/2020 → Present
    Florida Homes Realty And Mortgage
    Lutz, FL
  • 04/2017 → 12/2019
    Century 21 Affiliated
    Tampa, FL
  • 11/2015 → 12/2019
    Amk Quality Homes
    Hudson, FL
  • 04/2014 → 03/2019
    Independent Agent
    Weeki Wachee, FL
  • 07/2024 → Present
    Arden Hills, MN
Other Businesses

1. Jaikaran Wealth Management | Investment Related| Land O Lakes, FL| Investment Advisory | Owner | Investment Advisor Representative |01/2025 | 75hrs/mo | 75hrs/mo during trading | Advisory Services 2. Jaikaran Financial Group | Investment Related| Land O Lakes, FL | Insurance | Owner | Agent | 06/2024 | 75hrs/mo | 75hrs/mo during trading | Life, Health and Annuities 3. Florida Homes Reality & Mortgage | Investment Related| Land O Lakes, FL | Real Estate | Agent | 12/2019| 20hrs/mo | 10hrs/mo during trading | Real Estate Sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-28
  • S65 Uniform Investment Adviser Law Examination
    2023-07-28

View on SEC IAPD

More in Land O Lakes, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor