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
Ryan Coffee
Senior Financial Planner
Andrew J. Bennison
Associate Advisor & Portfolio Management Strategist
Will Paustian
Financial Advisor
Chris Jones
Financial Advisor
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson