Jerry Gross
Jerry Gross is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Feasterville, PA, with 44 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1041 Bustleton Pike, #4, Feasterville, PA, 19053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry works as an insurance agent, focusing on fixed insurance sales and other types of insurance sales, dedicating full-time hours to these activities. He also serves as President of SuburbanNetworkGroup and VP of Adelphi Lodge, requiring minimal time commitments.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Investment Advisors
Proequities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Hartford Equity Sales Company INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.