JK
CFP
JK
CFP
Joseph Kirby
25 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Joseph Kirby is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 25 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 (1)
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Customer Dispute
December 2008Award / Judgment
Other Business Activities
Joseph has a 10.8% ownership stake in Gryphon Wealth, LLC since July 2023. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs
Wells Fargo Advisors
July 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2011 - July 2023 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2011 - July 2023 · 11 yrs 9 mos
Morgan Keegan & Company, INC.
March 2007 - October 2011 · 4 yrs 7 mos
Morgan Keegan & Company, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Amsouth Investment Management Company LLC
January 2005 - February 2007 · 2 yrs 1 mo
Amsouth Investment Services, INC.Broker
January 2005 - February 2007 · 2 yrs 1 mo
Prudential Financial Planning Services
May 2001 - January 2005 · 3 yrs 8 mos
Pruco Securities, LLC.Broker
May 2001 - January 2005 · 3 yrs 8 mos
The Huntington Investment CompanyBroker
May 2000 - May 2001 · 1 yr
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.