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Inactive

Joseph Perkins Gross

Jgp Wealth Management, LLC

Portland, OR

Tucson, AZ

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Current Employers
Jgp Wealth Management, Llc

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-26
OR RA APPROVED 2025-09-26
AZ RA APPROVED 2025-05-14
TX RA APPROVED 2018-03-08
  • CA RA
    APPROVED
    Since 2025-09-26
  • OR RA
    APPROVED
    Since 2025-09-26
  • AZ RA
    APPROVED
    Since 2025-05-14
  • TX RA
    APPROVED
    Since 2018-03-08

Branch Locations

14115 Nw Charlton Rd., Portland, OR 97231 • United States

Tucson, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Portland OR 05/2009 11/2016
Wells Fargo Clearing Services, Llc Portland OR 11/2016 01/2018
Jgp Wealth Management, Llc Portland OR 01/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-28
S63 Uniform Securities Agent State Law Examination 1993-04-02
  • S65 Uniform Investment Adviser Law Examination
    1994-10-28
  • S63 Uniform Securities Agent State Law Examination
    1993-04-02
Other Names
  • Joseph Gross

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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