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Jeffrey R
ChFC®, Series 63
Lady Lake, FL
Gradient Advisors, LLC
Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with one year of experience. He holds the ChFC® designation and Series 63 license. Prior to joining Gradient Advisors in 2025, he worked at ASB Financial since 2020 and American Senior Benefits from 2016 to 2020. 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 a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates client approval of transactions and utilizes risk analysis and multiple methods of portfolio management.
Brian G
Series 66, Series 65
The Villages, FL
Gradient Advisors, LLC
Brian Godfrey is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Sequent Planning, LLC and Rooted Financial Services, LLC. He also offers insurance products through Rooted Financial, LLC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.
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