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Jeffrey Lincoln Wyatt

Gryphon Wealth

Jacksonville, FL

CRD 2777905

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Employer firm

Gryphon Wealth CRD 339969

$3.24B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gryphon Wealth

4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-23
  • FL RA
    APPROVED
    Since 2026-04-23

Branch Locations

4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Jacksonville FL 07/2000 07/2023
Wells Fargo Advisors Financial Network, Llc Jacksonville FL 07/2023 04/2026
Gryphon Wealth, Llc Jacksonvillle FL 04/2026 Present
Well Fargo Advisors Jacksonvillle FL 07/2023 04/2026
  • 07/2000 → 07/2023
    Wells Fargo Advisors Llc
    Jacksonville, FL
  • 07/2023 → 04/2026
    Jacksonville, FL
  • 04/2026 → Present
    Gryphon Wealth, Llc
    Jacksonvillle, FL
  • 07/2023 → 04/2026
    Well Fargo Advisors
    Jacksonvillle, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-29
S63 Uniform Securities Agent State Law Examination 1997-09-19
  • S65 Uniform Investment Adviser Law Examination
    2000-09-29
  • S63 Uniform Securities Agent State Law Examination
    1997-09-19
Other Names
  • Jeffrey L Wyatt
  • Jeffrey Lincoln Wyatt
  • Jeffrey Wyatt

View on SEC IAPD

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