Jamie Jochum, CFP®

Jamie Jochum, CFP®, has a diverse background in the financial services industry. They are currently the Director of Operations at Gradient Securities LLC where they oversee the daily operations of the company. Prior to this role, they served as the Field Supervising Principal and Vice President of Marketing at the same company, where they recruited and coached financial advisors. Before joining Gradient Securities, Jamie worked at Ameriprise Financial as a Financial Advice Sales Consultant, providing sales consulting and coaching to advisors. They also have experience as an Internal Wholesaler at The Prudential Insurance Company of America, The SBIA Insurance Solutions Center, Allianz Life, and Foresters Financial. Jamie began their career as a Divisional Sales Representative and Lead Trader at USAllianz Securities (Questar). They also worked at Allianz Life as a Claims/Disbursements Representative, handling customer service and processing various requests. Jamie's early career includes a role as an Assistant Branch Manager at Park National Bank.

Jamie Jochum, CFP®, obtained a Bachelor's degree in Marketing from St. Cloud State University - Herberger Business School, where they studied from 1992 to 1997. In addition to their degree, Jamie obtained the CFP certification from the CFP Board in December 2018.