Joel Wyman Harvard

Employer firm

Xypn Sapphire CRD 285967

$1.25B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars

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

Current Employers

Xypn Sapphire

24 E. Main Street, Bozeman, MT 59715 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-12-05

GA RA
APPROVED

Since 2025-12-05

Branch Locations

2483 Demere Road Suite 204, St. Simons Island, GA 31522 • United States

24 E. Main Street, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Student	Athens	GA	06/2017	06/2022
Ernst & Young	Jacksonville	FL	06/2022	03/2023
Harvard And Associates, Cpa	Tallahassee	FL	03/2023	11/2024
M. Jeffrey Martin Cpa Llc	St Simons Island	GA	11/2024	Present
Student	Blackshear	GA	11/2015	06/2017

06/2017 → 06/2022

Student

Athens, GA
06/2022 → 03/2023

Ernst & Young

Jacksonville, FL
03/2023 → 11/2024

Harvard And Associates, Cpa

Tallahassee, FL
11/2024 → Present

M. Jeffrey Martin Cpa Llc

St Simons Island, GA
11/2015 → 06/2017

Student

Blackshear, GA

Other Businesses

M. Jeffrey Martin CPA LLC; Not Investment-related; 2483 Demere Rd #204, St. Simons Island, GA; CPA Firm; Client Manager; 11/2024; 160 hours per month; 160 trading hours; Oversee client communication and interaction