Jeffrey L. Wyatt

GRYPHON WEALTH | Financial Advisor

JACKSONVILLE, FL 32246

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CRD#: 2777905

Professional summary

Jeffrey Lincoln Wyatt, CPWA®, who also goes by Jeffrey L Wyatt, Jeffrey Lincoln Wyatt, Jeffrey Wyatt, is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 52, Series 6, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Financial planning

Trading individual securities

Trust & estate planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jeffrey L Wyatt | Jeffrey Lincoln Wyatt | Jeffrey Wyatt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lincoln Wyatt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2010-04-14

Expire date: 2024-03-31

Experience

Current

April 23, 2026 - Present

GRYPHON WEALTH

Office #1: 4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246

RIA

CRD#: 339969

JACKSONVILLE, FL

Past

July 20, 2023 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

JACKSONVILLE, FL

Past

July 19, 2023 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

JACKSONVILLE, FL

Past

October 1, 2000 - July 19, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JACKSONVILLE, FL

Past

October 1, 2000 - July 19, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JACKSONVILLE, FL

Past

July 25, 2000 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

September 4, 1997 - July 21, 2000

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

July 26, 1996 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

July 26, 1996 - June 18, 1997

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/18/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/7/1997

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 9/3/1997

Municipal Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/25/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/25/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/25/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

GRYPHON WEALTH

GRYPHON WEALTH | GRYPHON WEALTH, LLC

CRD#: 339969 / SEC#: 801-135333

RIA

Registered Investment Advisory firm - (2/13/2026 120-Day Approval)

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Contact information

Main Address

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

Mailing Address

Phone number

(904) 450-5330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRYPHON WEALTH WRAP FEE PROGRAM BROCHURE (1/14/2026)

GRYPHON WEALTH FORM ADV PART 2A BROCHURE (1/14/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey L. Wyatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lincoln Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRYPHON WEALTH

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2000

Series 63

Date: 9/19/1997

SIE

Date: 10/1/2018

Series 31

Date: 3/18/2005

Series 7

Date: 11/7/1997

Series 52

Date: 9/3/1997

Series 6

Date: 7/25/1996

Series 10

Date: 2/25/2000

Series 9

Date: 2/25/2000

Current Firm

GRYPHON WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

GRYPHON WEALTH

TRUST BUT VERIFY

Contact information

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