Joseph Kirby
Investment adviser representative at Gryphon Wealth
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Gryphon Wealth, LLCApr 2026 to now
- Well Fargo AdvisorsJul 2023 to Apr 2026
- Wells Fargo Advisors Financial Network, LLCJul 2023 to Apr 2026
- Wells Fargo Advisors LLCOct 2011 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Gryphon Wealth
Legal name: Gryphon Wealth, LLC
$3.2BAssets managed
695Clients
12Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4173969
- Firm CRD
- 339969