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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Gross is a financial advisor with over 40 years of experience in the industry. Jerry currently works at Osaic Wealth, Inc., a firm based in Scottsdale, AZ. Jerry is registered with the state of Pennsylvania as both a broker-dealer and an investment advisor representative. Jerry has passed several industry exams including the Series 6, 22, 63, and 65, as well as the SIE. Jerry offers a range of financial planning services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Jerry holds the designation of Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
PA
05/13/2016 - 10/03/2022
GROVE POINT INVESTMENTS, LLC (Feasterville PA)
PA
09/30/2009 - 06/03/2016
PROEQUITIES, INC. (FEASTERVILLE PA)
PA
10/17/2006 - 10/06/2009
AXA ADVISORS, LLC (FEASTERVILLE PA)
PA
05/27/2003 - 10/18/2006
PRUCO SECURITIES, LLC. (FEASTERVILLE PA)
MA
02/05/1999 - 05/28/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/05/1999 - 05/28/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
01/23/1998 - 02/16/1999
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
02/10/1982 - 01/08/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/10/1982 - 01/08/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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