Jeffrey Wyatt, Cpwa, Cdfa

Jeffrey Wyatt, Cpwa, Cdfa Email and Phone Number

Senior Private Wealth Advisor, Owner at Gryphon-Wealth @ Gryphon Wealth
4600 Touchton Road, Building 200
Jeffrey Wyatt, Cpwa, Cdfa's Location
Metro Jacksonville, United States, United States
About Jeffrey Wyatt, Cpwa, Cdfa

■ Awarded Forbes Best-In-State Wealth Advisor seven years in a row (2018-2024)■ Awarded Barron's Top 1,000 Advisors (2010)■ Awarded Forbes Best-in-State Wealth Advisors (2022-2024)■ 26+ years financial experience■ Served as a Petty Officer 3rd Class in the United States Navy from 1988 to 1991Active in the community and our client's lives, I have extensive experience working with business owners and executives to help them build the future they envision. The navy taught me the value of hard work, and life has shown me the treasure of family. This information is intended for use by residents of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, and WA only.CA Insurance License #0F88511. Resident State: FL.The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com)2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009 (Source: Barrons.com).2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com)Please view the Awards section to view additional year and award criteria./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Jeffrey Wyatt, Cpwa, Cdfa's Current Company Details
Gryphon Wealth

Gryphon Wealth

View
Senior Private Wealth Advisor, Owner at Gryphon-Wealth
4600 Touchton Road, Building 200
Employees:
11
Jeffrey Wyatt, Cpwa, Cdfa Work Experience Details
  • Gryphon Wealth
    Senior Private Wealth Advisor, Owner
    Gryphon Wealth Jul 2023 - Present
  • Wells Fargo Advisors
    Financial Advisor, Managing Director - Investments, Fundamental Choice Portfolio Manager
    Wells Fargo Advisors Jul 2000 - Jul 2023
  • Us Navy
    Petty Officer 3Rd Class
    Us Navy Jul 1988 - Jul 1991
    Served in the Navy during Desert Storm.

Jeffrey Wyatt, Cpwa, Cdfa Education Details

  • Tennessee Technological University - College Of Business Administration
    Tennessee Technological University - College Of Business Administration
    Finance

Frequently Asked Questions about Jeffrey Wyatt, Cpwa, Cdfa

What company does Jeffrey Wyatt, Cpwa, Cdfa work for?

Jeffrey Wyatt, Cpwa, Cdfa works for Gryphon Wealth

What is Jeffrey Wyatt, Cpwa, Cdfa's role at the current company?

Jeffrey Wyatt, Cpwa, Cdfa's current role is Senior Private Wealth Advisor, Owner at Gryphon-Wealth.

What schools did Jeffrey Wyatt, Cpwa, Cdfa attend?

Jeffrey Wyatt, Cpwa, Cdfa attended Tennessee Technological University - College Of Business Administration.

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