Joseph Gross

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 07/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2017 → 06/2018
  Target
  Reading, PA
• 01/2020 → 08/2021
  Michael Spinka Construction Llc
  Temple, PA
• 02/2021 → 04/2021
  Americas Pie
  West Chester, PA
• 05/2021 → 06/2022
  Pad Wc Llc
  West Chester, PA
• 07/2014 → 10/2017
  Unemployed
  Laureldale, PA
• 08/2018 → 05/2022
  West Chester University Of Pennsylvania
  West Chester, PA
• 08/2018 → 03/2020
  West Chester University
  West Chester, PA
• 07/2024 → Present
  J.P. Morgan Securities Llc
  Haverford, PA
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Haverford, PA
• 07/2018 → 07/2018
  Unemployed
  Reading, PA

Previous Registrations

• 2023-07-12 → 2024-07-18
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-11
• S63 Uniform Securities Agent State Law Examination
  2022-08-22

Other Names

• Joey Scott Gross
• Joseph Gross
• Joey Gross
• Joe Gross
• Joseph Scott Gross