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Credentials
Series 65, Series 63
Experience Industry experience
12 years
Location
Gunnison, UT 84634
Gradient Advisors, Llc
Multi-team
Jo Lyn Chappell is a financial advisor with Gradient Advisors, LLC, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has worked at Gradient Advisors since 2017 and previously held roles at First National Investment Advisors and Intervest International entities. Outside of her advisory work, she volunteers as an associate director conducting courses for the Nedley Recovery Program. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates multiple analytical approaches in portfolio management.
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).
Gunnison, UT
178 S. Main, #1
Gunnison UT 84634
Advisors at this office
1
Utah
12 years of industry experience
Gradient Advisors, LLC
2017 - Present • 9 years
Arden Hills, MN
First National Investment Advisors
2016 - 2017 • 1 year
Centerfield, UT
Intervest International, Inc
2016 - 2016 • 1 year
Centerfield, UT
Intervest International Equities, Corp
2015 - 2016 • 1 year
Centerfield, UT
Person 2 Person Financial Advantage
2015 - Present • 11 years
Centerfield, UT
Moonstone Investments LLC
2009 - Present • 17 years
Centerfield, UT
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 financial advisor with Raymond James Financial, holding CFP® certification and Series 63 and 66 licenses, with 26 years of industry experience. She has worked at Raymond James Financial since 2009 and has managed her own financial planning support businesses, including Measom Financial, Inc. and Pointe Wealth Management, where she serves as branch manager. She is also involved in succession planning activities as part of a personal loans business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored non-discretionary planning and investment consulting to align with client goals and supports extensive institutional consulting and portfolio management.
Series 63, Series 65
Payson, UT
Raymond James Financial
Richard Weller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior work includes roles at Pointe Wealth Management and Fidelity Investments. Outside of advisory work, he is the owner of Chase Weller, a support company involved in branch activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through its expansive advisor network and specialized programs.
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