# Joseph Gross

> Joseph Gross is a fee-only financial advisor at JGP Wealth Management in Portland, Oregon. JGP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-gross/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JGP Wealth Management
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.43B across 3,335 accounts
- **CRD:** 2322360 (https://adviserinfo.sec.gov/individual/summary/2322360)
- **SEC registration:** Investment adviser representative in AZ, CA, OR, TX
- **Exams passed:** Series 63 (1993), Series 65 (1994)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://jgpwealth.com

## Frequently asked questions

### Is Joseph Gross a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and JGP Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, JGP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Gross based?

Joseph Gross is based in Portland, Oregon.

### Is Joseph Gross registered with the SEC?

Yes. Joseph Gross is registered as an investment adviser representative in AZ, CA, OR and TX (CRD 2322360), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JGP Wealth Management manage?

JGP Wealth Management reports $1.43B across 3,335 accounts in assets under management.

### How do I contact Joseph Gross?

Through Joseph's website, jgpwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2322360): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jgpwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.