Investment adviser representative · Gryphon Financial Partners
Callie L. Jacoby
CRD 5093505 · Toledo, OH
At a glance
Callie L. Jacoby is an investment adviser representative with Gryphon Financial Partners in Toledo, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Callie’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Gryphon Financial PartnersSince September 2023Toledo, OH · $2.4B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Callie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.