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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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GG

Grant P. Garretson

GRYPHON WEALTH
JACKSONVILLE, FL 32246
Some features on this profile are disabled
CRD#: 5354442
GG

Professional summary

Grant Patrick Garretson, who also goes by Grant Garretson, is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Grant has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Grant Garretson

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 Grant Patrick Garretson'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

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

May 22, 2025 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
JACKSONVILLE, FL
Past

May 21, 2025 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
JACKSONVILLE, FL
Past

September 22, 2021 - May 21, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
JACKSONVILLE, FL
Past

September 21, 2021 - May 21, 2025

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
JACKSONVILLE, FL
Past

October 17, 2017 - August 16, 2021

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ST. AUGUSTINE, FL
Past

May 9, 2017 - August 16, 2021

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ST. AUGUSTINE, FL
Past

October 15, 2009 - March 6, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ORANGE PARK, FL
Past

July 16, 2007 - January 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
ST. AUGUSTINE, FL

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: 9/18/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/20/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/2/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/9/2017
Investment Company Products/Variable Contracts Representative 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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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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