Joe Gross

Joe Gross Email and Phone Number

First Vice President, Senior Financial Advisor, Certified Divorce Financial Analyst at JGP Wealth Management @ JGP Wealth Management
portland, oregon, united states
Joe Gross's Location
Portland, Oregon, United States, United States
Joe Gross's Contact Details
About Joe Gross

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 products.Joe serves a diverse set of clients but as a Certified Divorce Financial Analyst (CDFA®), he has developed a unique set of skills to address the special financial issues of divorce. He is driven by his desire to help clients relax, avoid making emotional decisions, and to keep them focused on their goals and objectives. Through his services, he hopes to provide greater confidence and a better understanding of how the markets work and what’s important (and not important).Outside of work, Joe is involved with organizations close to his heart and enjoys being involved in the community. He is a former president and current board member of the ALS Association of Oregon and Southwest Washington. He is also a long-time member The Multnomah Athletic Club. In his free time, Joe enjoys fly fishing, spending time with his family and cheering on his Alma Mater, the University of Arizona.If you’d like to partner with a financial planner who understands your unique needs and inspires you to be more confident in your financial decisions, contact Joe today at 503-446-6450 or jgross@jgpwealth.com.JGP Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where JGP Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JGP Wealth Management, LLC unless a client service agreement is in place.

Joe Gross's Current Company Details
JGP Wealth Management

Jgp Wealth Management

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First Vice President, Senior Financial Advisor, Certified Divorce Financial Analyst at JGP Wealth Management
portland, oregon, united states
Website:
jgpwealth.com
Employees:
16
Joe Gross Work Experience Details
  • Jgp Wealth Management
    First Vice President, Senior Financial Advisor
    Jgp Wealth Management Jan 2018 - Present
    760 Sw Ninth Avenue, Suite 2350
    At JGP Wealth Management, our process is focused on helping you gain the confidence you need to work toward your dreams while we assess, monitor and update your financial plan as your life — and goals — evolve. Along the way, we’ll coordinate with your tax, accounting, HR and legal advisors to help ensure all aspects of your financial picture are aligned and consistently supporting your vision for the future.
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  • Jgp Wealth Management Group Of Wells Fargo Advisors
    Managing Director- Investments
    Jgp Wealth Management Group Of Wells Fargo Advisors Oct 2001 - Jan 2018
    1300 Sw 5Th Ave., Ste 1900, Portland, Or 97201
    I coordinate and manage the financial affairs for a select group of families around the country.
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  • Merrill Lynch
    Vice President
    Merrill Lynch Jan 1993 - Oct 2001
    View

Joe Gross Skills

Financial Analysis Investment Strategies Retirement Planning Strategic Planning 401k Rollovers Concentrated Stock Management Investment Planning Multigenerational Wealth Planning Retirement Savings Risk Management Stock Analysis Tax Efficient Strategies Wealth Preservation Planning

Joe Gross Education Details

Frequently Asked Questions about Joe Gross

What company does Joe Gross work for?

Joe Gross works for Jgp Wealth Management

What is Joe Gross's role at the current company?

Joe Gross's current role is First Vice President, Senior Financial Advisor, Certified Divorce Financial Analyst at JGP Wealth Management.

What is Joe Gross's email address?

Joe Gross's email address is jo****@****ors.com

What is Joe Gross's direct phone number?

Joe Gross's direct phone number is +150370*****

What schools did Joe Gross attend?

Joe Gross attended University Of Arizona.

What are some of Joe Gross's interests?

Joe Gross has interest in Fishing And Barbeque.

What skills is Joe Gross known for?

Joe Gross has skills like Financial Analysis, Investment Strategies, Retirement Planning, Strategic Planning, 401k Rollovers, Concentrated Stock Management, Investment Planning, Multigenerational Wealth Planning, Retirement Savings, Risk Management, Stock Analysis, Tax Efficient Strategies.

Who are Joe Gross's colleagues?

Joe Gross's colleagues are Rowan Colby, Kevin Sanger, Shannon Jones, Cfa, Cfp®, Kim Davies, Kendra Biller, Jonathan Laws, Emma Priser.

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