Inactive

Grysko Joseph James

Ascend Wealth Advisors, LLC

Jacksonville Beach, FL

CRD 7891479

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Employer firm

Ascend Wealth Advisors, LLC CRD 329553

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Ascend Wealth Advisors, Llc

3560 3Rd Street South, Jacksonville Beach, FL 32250 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

FL RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

3560 3Rd Street South, Jacksonville Beach, FL 32250 • 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
Pga Tour, Inc.	Ponte Vedra Beach	FL	04/2012	12/2019
Swindell Bohn Durden & Phillips Pl	Jacksonville Beach	FL	01/2020	Present
Ascend Wealth Advisors, Llc	Jacksonville Beach	FL	01/2024	Present

04/2012 → 12/2019

Pga Tour, Inc.

Ponte Vedra Beach, FL
01/2020 → Present

Swindell Bohn Durden & Phillips Pl

Jacksonville Beach, FL
01/2024 → Present

Ascend Wealth Advisors, Llc

Jacksonville Beach, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-25

S65 Uniform Investment Adviser Law Examination

2023-11-25

View on SEC IAPD

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ULLMANN WEALTH PARTNERS

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Nearby Investors

JOHN PATRICK GUNN

Nearby Offices

ULLMANN WEALTH PARTNERS · JACKSONVILLE BEACH, FL

STRIVUS WEALTH PARTNERS LLC · JACKSONVILLE BEACH, FL

STANDFAST ASSET MANAGEMENT, LLC · JACKSONVILLE BEACH, FL

More in Jacksonville Beach, FL

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