Joseph P Gross
First Vice President
Senior Financial Advisor
Co-founder and Portfolio Manager for the JGP Wealth Management, Joe, who holds FINRA Series 7, 63, 65, and 31 registrations, and CDFA® professional designation, oversees day-to-day operations and trading of the JGP Wealth Management Group’s investment strategies. Known for providing exceptional personal service that puts the interests of his clients first, Joe was recently honored as a Five Star Wealth Manager by the Portland Monthly Magazine, and a Premier Wealth Advisor and Top Wealth Manager by the Portland Business Journal.
A graduate in Finance of the University of Arizona, Joe has over 24 years of experience in the field. Formerly a Vice President and Professional Development Coordinator for Merrill Lynch, who mentored and trained new financial advisors. A board member and past president of the ALS (Lou Gehrig’s disease) Association of Oregon and SW Washington, he has also been a long-time member of the University Club and the Multnomah Athletic club. A member of the Oregon Wine Brotherhood, Joe enjoys fly fishing and watching his son play college lacrosse.