JW
JW
Jeffrey Wyatt
29 Years of Experience
Jacksonville, FL
4 DisclosuresBroker
Jeffrey Wyatt is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
4600 Touchton Rd E, Ste 110, Jacksonville, FL, 32246
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007Settled
Customer Dispute
September 2004Denied
Customer Dispute
June 2003Denied
Customer Dispute
December 2001Denied
Other Business Activities
Jeffrey has a 43.85% ownership in Gryphon Wealth LLC since 2023, which is investment-related. This requires a full-time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2000 - July 2023 · 22 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - July 2023 · 22 yrs 9 mos
First Union Brokerage Services, INC.Broker
July 2000 - October 2000 · 3 mos
Olde Discount CorporationBroker
September 1997 - July 2000 · 2 yrs 10 mos
John Hancock Distributors, INC.Broker
July 1996 - June 1997 · 11 mos
John Hancock Mutual Life Insurance CompanyBroker
July 1996 - May 1997 · 10 mos
State Registrations39 states
AKALAZCACOCTDCDEFLGAHIILINKSKYMAMDMEMIMNMOMSMTNCNHNJNMNYOHOKORPASCTNTXUTVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.