DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Andrew Beatty

Gradient Wealth ManagementBD affiliatedArden Hills, Mn dual registrantIAPD 6563611

Certified Financial Planner

Feed of 09/15/2026

Also filed as Jason Andrew Beatty

At current firm

0 y

since Jun 29, 2026

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gradient Wealth Management BD affiliated current
since Jun 29, 2026 · Springfield, Il
Kestra Advisory Services, LLC BD affiliated
Jun 13, 2025 to May 15, 2026 · Springfield, Il
Edelman Financial Engines independent RIA
Nov 27, 2023 to Jun 20, 2025 · Riverview, Fl
Capital Analysts BD affiliated
Feb 25, 2023 to Aug 31, 2023 · Lutz, Fl
Lincoln Investment independent RIA
Feb 8, 2023 to Aug 31, 2023 · Lutz, Fl
Valic Financial Advisors, Inc. BD affiliated
Aug 12, 2020 to Jan 31, 2023 · Tampa, Fl
Morgan Stanley wirehouse
Mar 15, 2019 to May 14, 2020 · Tampa, Fl
Securian Financial Services, Inc. former
Dec 5, 2018 to Jan 25, 2019 · Fort Myers, Fl

Moves

a registration end followed by a registration begin elsewhere

Kestra Advisory Services, LLC to Gradient Wealth Management
left May 15, 2026, registered Jun 29, 2026 (45 days) · Affiliated broker-dealer or bank to another
Edelman Financial Engines to Kestra Advisory Services, LLC
left Jun 20, 2025, registered Jun 13, 2025 (-7 days) · RIA to affiliated broker-dealer or bank
Capital Analysts to Edelman Financial Engines
left Aug 31, 2023, registered Nov 27, 2023 (88 days) · Affiliated broker-dealer or bank to independent RIA
Lincoln Investment to Capital Analysts
left Aug 31, 2023, registered Feb 25, 2023 (-187 days) · RIA to affiliated broker-dealer or bank
Valic Financial Advisors, Inc. to Lincoln Investment
left Jan 31, 2023, registered Feb 8, 2023 (8 days) · Affiliated broker-dealer or bank to independent RIA
Morgan Stanley to Valic Financial Advisors, Inc.
left May 14, 2020, registered Aug 12, 2020 (90 days) · Wirehouse to affiliated broker-dealer or bank
Securian Financial Services, Inc. to Morgan Stanley
left Jan 25, 2019, registered Mar 15, 2019 (49 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Jason Andrew Beatty left Kestra Advisory Services, Llc for Gradient Wealth Management (registered 2026-06-29)
May 15, 2026 · Advisor changed firm · fact
Jason Andrew Beatty left Edelman Financial Engines for Kestra Advisory Services, Llc (registered 2025-06-13)
Jun 20, 2025 · Advisor changed firm · fact
Jason Andrew Beatty left Capital Analysts for Edelman Financial Engines (registered 2023-11-27)
Aug 31, 2023 · Advisor changed firm · fact
Jason Andrew Beatty left Lincoln Investment for Capital Analysts (registered 2023-02-25)
Aug 31, 2023 · Advisor changed firm · fact
Jason Andrew Beatty left Valic Financial Advisors, Inc. for Lincoln Investment (registered 2023-02-08)
Jan 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address