John Wilder Spears

Employer firm

Gradient Securities, LLC CRD 127701

$608M regulatory AUM 251 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

• 04/2024 → 11/2024
  Pruco Securities Llc
  Troy, MI
• 04/2016 → 06/2018
  Grand Valley Sate University
  Allendale, MI
• 06/2017 → 06/2019
  Herman Miller
  Zeeland, MI
• 07/2019 → 03/2020
  The Rapid
  Grand Rapids, MI
• 05/2020 → 12/2024
  Beach Boys, Llc
  Grand Rapids, MI
• 05/2014 → 04/2018
  Grand Valley State University
  Allendale, MI
• 03/2020 → 05/2020
  Unemployed
  Grand Rapids, MI
• 11/2024 → 05/2025
  Lpl Enterprise, Llc
  Troy, MI
• 05/2025 → Present
  O'NEill Asset Management
  Grand Rapids, MI
• 05/2025 → Present
  Gradient Securities, Llc
  Arden Hills, MN

Previous Registrations

• 2024-11-26 → 2025-05-14
  Lpl Enterprise, Llc
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-10-12

Other Names

• John Spears