Joseph P. Gross

JGP WEALTH MANAGEMENT

Portland, OR 97231

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CRD#: 2322360

Professional summary

Joseph Perkins Gross, who also goes by Joseph Gross, is a registered financial advisor currently at JGP WEALTH MANAGEMENT, LLC located in Portland, Oregon.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Joseph has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Gross

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Perkins Gross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 16, 2018 - Present

JGP WEALTH MANAGEMENT, LLC

Office #1: 14115 Nw Charlton Rd., Portland, OR 97231

RIA

CRD#: 290694

Portland, OR

Past

August 28, 2002 - January 24, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PORTLAND, OR

Past

October 26, 2001 - January 24, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTLAND, OR

Past

April 6, 1993 - November 9, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/14/2025)

IAR

California
(1/16/2018)

IAR

Oregon
(1/24/2018)

IAR

Texas
(3/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/5/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/30/1993

General Securities Representative Examination

Current Firm

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

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Contact information

Main Address

2838 Nw Crossing Drive Suite 212, Bend, OR 97703

Mailing Address

Phone number

(503) 446-6450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/26/2025)

Regulatory assets under management

Total Number of Accounts	2,950
AUM (Assets Under Management)	$ 1,206,737,488

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Joseph P. Gross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Perkins Gross's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

JGP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/1994

Series 63

Date: 4/2/1993

SIE

Date: 1/24/2018

Series 31

Date: 9/5/2001

Series 7

Date: 3/30/1993

Current Firm

JGP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JGP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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