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
Joe Gross
First Vice President, Senior Financial Advisor, Certified Divorce Financial Analyst
JGP Wealth Management
United States, Oregon, Portland
About Me
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
More profiles to browse
Will Paustian
Financial Advisor
Andrew J. Bennison
Associate Advisor & Portfolio Management Strategist
Jake Withnell
Financial Advisor
JP
Jeff Paustian
Co-Founder & Chief Executive Officer
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management