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JG

John G. Grafton

DYNASTY WEALTH MANAGEMENT
St. Petersburg, FL 33701
Some features on this profile are disabled
CRD#: 7198082
JG

Professional summary

John Garrett Grafton, who also goes by John Grafton, is a registered financial advisor currently at DYNASTY WEALTH MANAGEMENT, LLC located in St. Petersburg, Florida and DYNASTY SECURITIES, LLC located in Saint Petersburg, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 65, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Grafton

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 John Garrett Grafton'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

December 16, 2022 - Present

DYNASTY WEALTH MANAGEMENT, LLC

Office #1: 200 Central Avenue 15th Floor, St. Petersburg, FL 33701
RIA
CRD#: 153377
St. Petersburg, FL
Current

July 31, 2025 - Present

DYNASTY SECURITIES, LLC

Office #1: 200 Central Avenue Floor 15, Saint Petersburg, FL 33701
BD
CRD#: 159076
Saint Petersburg, 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".
DW
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA
Registered Investment Advisory firm - (4/7/2010 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Florida
(12/16/2022)
RR
Florida
(7/31/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/31/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/11/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/9/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

DW
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA
Registered Investment Advisory firm - (4/7/2010 Approved)
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Contact information

Main Address
200 Central Avenue 15th Floor, St. Petersburg, FL 33701
Mailing Address
Phone number
(727) 865-4809
Established
Firm type
Fiscal year end
# of Employees
170

SEC notice filing (23 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

DYNASTY FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts20,147
AUM (Assets Under Management)$ 8,671,816,356

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

DYNASTY WEALTH MANAGEMENT, LLC

CRD#: 153377St. Petersburg, FL 33701

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