Gradient Securities LLC
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.
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Gradient Securities LLC
Our Story At Gradient Securities, LLC, we understand you have to provide the best available financial solutions to your clients, and you need a partner that will help you reach for new heights and explore new possibilities in the securities world. It is invaluable to have a partner who is willing to invest in your growth by using both sales tools and vital resources that support your prospecting and planning processes. Gradient Securities is an independent broker-dealer and SEC registered investment advisor that offers an innovative approach to the sale of securities products and advisory services. The spirit of our approach is to inspire you to build your business with a vision for the future. We are outside business activity friendly and understand you may not be selling only securities products. You have access to equities, debt securities, mutual funds, variable annuities, variable life insurance, non-traded and publicly-traded real estate investment trusts (REITs), managed accounts, personal and business banking solutions, and 529 plans. Our clearing firm partner, RBC Correspondent Services, is one of the leading clearing firms for independent broker-dealers and one of North America’s leading diversified financial services companies. Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Check the background of this firm on FINRA's BrokerCheck: https://brokercheck.finra.org/firm/summary/127701
Employees
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