Jolyn Chappell, financial advisor Arden Hills MN

Jolyn Chappell

CRD Number: 6293016
Current Firm: Gradient Advisors, LLC
Compensation Model: Both
Jolyn Chappell (CRD# 6293016) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Colorado Springs, CO and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Gradient Advisors, LLC Arden Hills, MN Oct 2017 - Current 6
Person 2 Person Financial Advantage Centerfield, UT Oct 2015 - Current 8
Moonstone Investements LLC Centerfield, UT Oct 2009 - Current 14
First National Investment Advisors Centerfield, UT Nov 2016 - Jul 2017 < 1
Intervest International, Inc. Centerfield, UT Feb 2016 - Nov 2016 < 1
Intervest International Equities, Corp Centerfield, UT Nov 2015 - Nov 2016 1
Transamerica Financial Advisors, Inc. Hurricane, UT Mar 2014 - Dec 2015 1
World Financial Group, Inc. Hurricane, UT Aug 2013 - Oct 2015 2
South Sanpete School District Manti, UT Aug 2002 - May 2014 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Apr 2014
Disclosure Information

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Contact Info for Jolyn Chappell
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    1,434
    ACCOUNTS
  • Average Account Value
    $123,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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