Jon Anthony Hoyle
Advisor at Gradient Advisors, Llc — Kings Mountain, NC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
14 years
Location
Kings Mountain, NC
Gradient Advisors, Llc
Multi-team
Jon Hoyle is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors. He has also operated as an independent Medicare agent and managed his own financial services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analysis.
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).
Kings Mountain, NC
Kings Mountain NC
Advisors at this office
1
North Carolina · South Carolina
14 years of industry experience
Gradient Advisors, LLC
2026 - Present • 1 year
Arden Hills, MN
Zero Day Capital Enterprises LLC
2025 - 2025 • 1 year
West Point, NY
Independent Medicare Agent
2025 - Present • 1 year
Kings Mountain, NC
Sole Proprietor
2022 - 2026 • 4 years
Kings Mountain, NC
IP Financial Advisory Services LLC
2022 - 2025 • 3 years
Charlotte, NC
Innovation Partners LLC
2022 - 2025 • 3 years
Charlotte, NC
Chandler Hahn Insurance Agency
2022 - 2022 • 1 year
Belmont, NC
State Farm VP Management Corp
2022 - 2022 • 1 year
Belmont, NC
Cambridge Investment Research Advisors Inc.
2020 - 2021 • 1 year
Fairfield, IA
Cambridge Investment Research, Inc.
2020 - 2021 • 1 year
Fairfield, IA
Securities America, Inc.
2018 - 2020 • 2 years
Gastonia, NC
OneAmerica Securities
2017 - 2018 • 1 year
Charlotte, NC
American United Life
2017 - 2018 • 1 year
Charlotte, NC
VOYA Financial Advisors, Inc.
2015 - 2017 • 2 years
Gastonia, NC
Jon Hoyle Financial Services
2012 - 2017 • 5 years
Gastonia, NC
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.
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