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Joseph Perkins Gross

JGP Wealth Management, LLC

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About Joseph Perkins Gross

Joseph Perkins Gross is a registered investment advisor representative with JGP Wealth Management, LLC. Joseph has been in the financial services industry since 1993. Joseph is registered with the state of Texas, Oregon and California. The firm's main office is located in Bend, Oregon, with a branch office in Portland, Oregon and Tucson, Arizona. JGP Wealth Management, LLC, provides financial planning, portfolio management for individuals and businesses, and selection of other advisers.

Firm Information

Joseph Gross is currently registered with JGP Wealth Management, LLC. JGP Wealth Management, LLC is an investment advisor based in Bend, Oregon. The firm manages $1,078,423,597 in assets for 2,682 accounts. JGP Wealth Management provides financial planning, selection of other advisors, portfolio management for businesses and individuals. The firm serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and state or municipal government entities.
JGP Wealth Management, LLC

2838 NW CROSSING DRIVE

BEND, OR 97703

$1.08B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Gross’s Registration & Firm History

OR

03/08/2018 - Present

JGP Wealth Management, LLC (Portland OR)

OR

10/26/2001 - 01/24/2018

WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)

NY

04/06/1993 - 11/09/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/28/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 03/30/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Perkins Gross.
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