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Jason Hyrne

Jason Hyrne

CFP®, CIMA®, CPWA®
Private Wealth Financial Advisor·GRYPHON WEALTH
JACKSONVILLE, FL
·CRD# 3188518·27 years registered

Professional Summary

Jason Hyrne, CFP®, CIMA®, CPWA®, who also goes by Jason Daniel Hyrne, is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$500K–$1M

Account Minimum

100–250

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Estate & Legacy Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Other Aliases

Jason Daniel Hyrne

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2007
CIMA®
Certified Investment Management Analyst
CPWA®
Certified Private Wealth AdvisorValid 2010-11-03 ~ 2024-11-30

Years of Experience

27 years registered in the securities industry

Current & Past Employments

Current

GRYPHON WEALTHCurrent·CRD# 339969
RIA
4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246
April 23, 2026 - Present

Past

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCPast·CRD# 11025
RIA
Jacksonville, FL
July 20, 2023 - April 29, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCPast·CRD# 11025
BD
Jacksonville, FL
July 19, 2023 - April 29, 2026
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
RIA
Jacksonville, FL
December 20, 2002 - July 19, 2023
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Jacksonville, FL
December 18, 2002 - July 19, 2023
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
RIA
Jacksonville, FL
March 26, 1999 - December 17, 2002
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Weehawken, NJ
March 25, 1999 - December 17, 2002

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Current Firm

GW
GRYPHON WEALTH

GRYPHON WEALTH | GRYPHON WEALTH, LLC

CRD#: 339969 / SEC#: 801-135333
RIA
Registered Investment Advisory firm - SEC (2/13/2026 Approved)

Contact Information

Main Address

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

Phone Number

(904) 450-5330

# of Employees

22

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRYPHON WEALTH WRAP FEE PROGRAM BROCHURE (5/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,071

AUM (Assets Under Management)

$3,244,339,200

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Ethopass LLC Equity and LOAN, INV RELATED, BOULDER, CO, START: 5/31/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GRYPHON WEALTH

GRYPHON WEALTH | GRYPHON WEALTH, LLC

CRD#: 339969 / SEC#: 801-135333
RIA
Registered Investment Advisory firm - SEC (2/13/2026 Approved)

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.
IAR
Florida
(4/23/2026)
IAR
Texas
(10/13/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed May 2006About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Mar 1999About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jason Hyrne's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Jason

  • Estate & Legacy Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

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