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Joseph Kirby

Joseph Kirby

GRYPHON WEALTH
JACKSONVILLE, FL 32246
Some features on this profile are disabled
CRD#: 4173969
Joseph Kirby

Professional summary

Joseph Kirby, CFP®, who also goes by J Adam Kirby, Joseph Adam Kirby, Adam Kirby, is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

J Adam Kirby | Joseph Adam Kirby | Adam Kirby

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 Joseph Kirby'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®
CFP®

Certified Financial Planner

Start date: 2003

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 24, 2023 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
JACKSONVILLE, FL
Past

July 24, 2023 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
JACKSONVILLE, FL
Past

October 24, 2011 - July 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
JACKSONVILLE, FL
Past

October 18, 2011 - July 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
JACKSONVILLE, FL
Past

March 6, 2007 - October 24, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
JACKSONVILLE, FL
Past

February 13, 2007 - October 24, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
JACKSONVILLE, FL
Past

January 18, 2005 - February 20, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
JACKSONVILLE, FL
Past

January 12, 2005 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
JACKSONVILLE, FL
Past

May 9, 2001 - January 19, 2005

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
JACKSONVILLE, FL
Past

May 9, 2001 - January 19, 2005

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

May 2, 2000 - May 10, 2001

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/25/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/1/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/28/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/13/2024
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/22/2003
Investment Company Products/Variable Contracts Principal Examination

Current Firm

GW
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
21

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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)
0

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.

Company Information

GRYPHON WEALTH

CRD#: 339969Jacksonville, FL 32246

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