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Joe Gross

First Vice President, Senior Financial Advisor, Certified Divorce Financial Analyst

JGP Wealth Management

United States, Oregon, Portland

About Me

Joe Gross is First Vice President, Senior Financial Advisor at JGP Wealth Management based in Portland, OR. Joe brings over two decades of experience in the financial industry to his clients. He was a former vice-president at Merrill Lynch when he started noticing a trend of customers moving their assets to independent financial advisors. Even though he looked out for his clients’ best interests, working for a big company meant that too many things were outside of his control. In 2018 he joined JGP Wealth Management, an independent, fee based wealth management company, where he would have the freedom to give the best financial advice for his client and not have to endorse a firm’s product

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Profile Information

First Vice President, Senior Financial Advisor, Certified Divorce Financial Analyst

JGP Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portland

Oregon

United States

Jul 10, 2025

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