Gradient Investments

Gradient Investments, LLC

Gradient Investments (GI) is an independent, privately-owned, fee-only SEC registered investment advisor (RIA), providing professional money management services. We serve individuals, employer-sponsored pension plans, foundations, endowments and corporations through mutual funds, exchange traded funds (ETF), options and separately managed accounts.

Our Philosophy

At GI, our innovative approach to investing is focused on understanding our clients and providing personalized investment solutions. Additionally, we believe that client access to our investment professionals is an invaluable service that is rare in the financial services industry.

A Firm Focused on Growth
Jon VanOrden

Our team

Jon VanOrden

Senior Investment Consultant

Jonathan VanOrden is a Senior Investment Consultant at Gradient Investments, where he leads strategic growth initiatives and advisor engagement nationwide. In this role, he drives firm-wide marketing strategy, mentors and develops investment consultants, and supports high-level advisor relationships. He is also actively involved in recruiting forward-thinking advisors and helping resolve complex planning and portfolio matters.

Since joining Gradient Investments in 2011, Jonathan has played an integral role in the firm's expansion and national recognition as one of the fastest-growing RIAs in the country. His leadership has contributed to strengthening advisor partnerships and enhancing the firm’s overall growth trajectory.

With 19 years of experience in the financial services industry, Jonathan brings deep expertise in investment consulting, portfolio construction, business development, and advisor coaching. Prior to joining Gradient, he worked as a financial advisor with Wells Fargo Advisors, where he guided clients through investment and financial planning strategies.

Jonathan earned his bachelor's degree in business administration from the Minnesota School of Business. He holds the Series 66 registration and is life insurance licensed.

Our Investment Team

Please consult your independent investment advisor before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Investing involves risk including the potential loss of principal. For more information, please request a copy of Gradient Investments' ADV Part 2A. Gradient Investments, LLC is an SEC Registered Investment Advisor managing assets for clients across the country through independent, Registered Investment Advisors acting as solicitors on behalf of Gradient Investments, LLC.