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JW

Joyce Walker

GRYPHON WEALTH
JACKSONVILLE, FL 32246
Some features on this profile are disabled
CRD#: 5214864
JW
Joyce WalkerGRYPHON WEALTH

Professional summary


Joyce Walker, who also goes by Joyce Lorraine Bailey, Joyce Bailey, Joyce L Walker, is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida.

Joyce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joyce has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.

At a Glance


Always Fiduciary

Aliases


Joyce Lorraine Bailey | Joyce Bailey | Joyce L Walker

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.
WEI TRUCKING, LLC, INV RELATED, KINGSLAND, GA, 100% OWNERSHIP WITH SPOUSE, START DATE 8/3/2022, 6 HRS PER MONTH, 0 HRS DURING TRADING, TREASURER OF SPOUSES BUSINESS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joyce Walker'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 21, 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 20, 2023 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
JACKSONVILLE, FL
Past

April 22, 2013 - July 20, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
JACKSONVILLE, FL
Past

November 16, 2012 - July 20, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
JACKSONVILLE, FL

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 - (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.

Highlighted states indicate IAR registrations

IAR
Florida
(9/21/2026)

Exams


What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 3/12/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 12/17/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 11/15/2012
General Securities Representative Examination
Principal/Supervisory Exam
PR
Series 9
Status Unavailable
Passed: 5/13/2013
General Securities Sales Supervisor - Options Module Examination

Current Firm


GW
GRYPHON WEALTH
GRYPHON WEALTH | GRYPHON WEALTH, LLC

CRD#: 339969 / SEC#: 801-135333

RIA
Registered Investment Advisory firm - (2/13/2026 Approved)
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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
22

SEC notice filing (9 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 Accounts3,071
AUM (Assets Under Management)$ 3,244,339,200

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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