Joseph Kirby
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J Adam Kirby, Joseph Adam Kirby, Adam Kirby
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Videos & Posts
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Contact Information
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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
Years of Experience
26 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
GRYPHON WEALTH | GRYPHON WEALTH, LLC
Contact Information
Main Address
4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246Phone Number
(904) 450-5330# of Employees
22SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,071AUM (Assets Under Management)
$3,244,339,200Similar Advisors
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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.
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Primary Firm SEC Registration
GRYPHON WEALTH | GRYPHON WEALTH, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2000About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2024About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Aug 2024About the Series 9 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2003About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Kirby's CRS (Customer Relationship Summary).
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