Advisor at Gradient Advisors, LLC
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Location
Gunnison, UT 84634
Credentials
Series 63, Series 65
Industry experience
11 years
Jo Lyn Chappell is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Gradient Advisors since 2017 and previously held roles at First National Investment Advisors, Intervest International, Inc., and Intervest International Equities, Corp. Outside of her advisory work, she volunteers as Associate Director for the Nedley Recovery Program, conducting eight-week courses. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors and employs a client-approval process for transactions, utilizing a blend of fundamental, technical, and cyclical analysis to develop tailored strategies.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
178 S. Main, #1
Gunnison, UT 84634
Utah
Gradient Advisors, LLC
2017 - Present (9 years)
First National Investment Advisors
2016 - 2017 (1 year)
Intervest International, Inc
2016 - 2016 (1 year)
Intervest International Equities, Corp
2015 - 2016 (1 year)
Person 2 Person Financial Advantage
2015 - Present (11 years)
Moonstone Investments LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Payson, UT
Raymond James Financial
Cheri Measom is a CFP®-certified financial advisor with Raymond James Financial, bringing 26 years of industry experience. She has worked with Raymond James since 2004 and has a background in accounting, CPA, and tax preparation dating back to 2006. Measom is also involved in managing Pointe Wealth Management as branch manager. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and extensive use of asset-allocation analysis and firm research.
Series 63, Series 65
Payson, UT
Raymond James Financial
Richard Weller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at Pointe Wealth Management and Fidelity Investments. Outside of his advisory work, he is involved with Chase Weller, a support company based in Payson, UT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and modeling tools to develop tailored recommendations, often serving in an advisory and implementation-support capacity rather than as a delegated manager.
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