Callie L. Jacoby

GRYPHON FINANCIAL PARTNERS

Toledo, OH 43617

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CRD#: 5093505

Professional summary

Callie Lynne Jacoby, who also goes by Callie Lynne Graffice, Callie Graffice, is a registered financial advisor currently at GRYPHON FINANCIAL PARTNERS located in Toledo, Ohio.

Callie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Callie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Callie Lynne Graffice | Callie Graffice

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 Callie Lynne Jacoby'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®

None

Experience

Current

September 19, 2023 - Present

GRYPHON FINANCIAL PARTNERS

Office #1: 3230 Central Park West Drive Suite 200a, Toledo, OH 43617

RIA

CRD#: 288210

Toledo, OH

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".

GRYPHON FINANCIAL PARTNERS

GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT

CRD#: 288210 / SEC#: 801-110583

RIA

Registered Investment Advisory firm - (5/30/2017 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(9/19/2023)

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

Current Firm

GRYPHON FINANCIAL PARTNERS

GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT

CRD#: 288210 / SEC#: 801-110583

RIA

Registered Investment Advisory firm - (5/30/2017 Approved)

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Contact information

Main Address

325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215

Mailing Address

Phone number

(614) 929-2880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (3/11/2025)

WRAP FEE BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	2,579
AUM (Assets Under Management)	$ 2,033,871,278

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2024	Cover Page	Report
12/18/2023	Cover Page	Report
10/25/2022	Cover Page	Report

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.

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Callie L. Jacoby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Callie Lynne Jacoby's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRYPHON FINANCIAL PARTNERS

Primary Firm SEC Registration

GRYPHON FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

GRYPHON FINANCIAL PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GRYPHON FINANCIAL PARTNERS

TRUST BUT VERIFY

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