Andy Persaud Jaikaran

Gradient Advisors, LLC

1 Year of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Gradient Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

168 advisors

Number of Clients

3,220 clients

Average Client Portfolio

$68K average

Assets Under Management

$218.6M

Fee Structure

Minimum Investment:None

Location

2550 Green Forest Lane, Suite 100, Lutz, FL, 33558

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2024

Final

Criminal

October 2012

Final Disposition

Criminal

June 2008

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Andy is the owner and investment advisor representative at Jaikaran Wealth Management, providing advisory services, taking about half of his time. He is also an insurance agent at Jaikaran Financial Group, selling life, health, and annuities, also taking about half of his time, and a real estate agent at Florida Homes Reality & Mortgage, dedicating about 10-20% of his time.