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Jason A
Series 63, Series 65
Arlington, TX
Gradient Advisors, LLC
Jason Adams is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Prior to joining Gradient Advisors in 2020, he worked at SagePoint Financial, Inc. and NYLIFE Securities LLC, with additional experience as a sole proprietor since 2002. Outside of advising, Adams is a partner in a shipping and logistics business. Gradient Advisors, LLC 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 third-party money managers and investment advisor representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis while documenting client objectives and risk tolerance.
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