Jolyn Chappell
Investment Adviser Representative at Gradient Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
JoLyn Chappell is an investment adviser representative with Gradient Advisors, LLC in Gunnison, UT, where they have been registered since 2017. They have worked in the securities industry since 2014 and have been registered with 4 firms, including First American National Investment Advisors, LLC and Intervest International, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Moonstone Investements LLCOct 2009 – no end date reportedCenterfield, UT
- Person 2 Person Financial AdvantageOct 2015 – no end date reportedCenterfield, UT
- First National Investment AdvisorsNov 2016 – Jul 2017Centerfield, UT
- Intervest International Equities, CorpNov 2015 – Nov 2016Centerfield, UT
- Intervest International, IncFeb 2016 – Nov 2016Centerfield, UT
- Gradient Advisors, LLCOct 2017 – no end date reportedArden Hills, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gradient Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 181
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Arden Hills, MN
- SEC file number:
- 801-71000
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Gradient Advisors, LLC
Showing 12 of 181 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jolyn Chappell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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