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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)41 years in industry

JERRY GROSS

Advisor at OSAIC WEALTH, INC.

Feasterville, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 18, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Jul 1, 1985
First registration: May 18, 2005
Dual registered: yes, broker-dealer
Other names: JEROME GROSS
IAPD individual key: 1020304

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	n/a	yes	Feasterville, PA	Current employment
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Sep 30, 2022	Oct 11, 2024	no	HOLBROOK, NY	Previous registration
GROVE POINT ADVISORS, LLC	Former SEC adviser	Apr 1, 2021	Oct 3, 2022	no	ROCKVILLE, MD\|Feasterville, PA\|ROCKVILLE, MD	Previous registration
H. BECK, INC.	Former SEC adviser	May 13, 2016	Apr 1, 2021	no	Rockville, MD\|Feasterville, PA	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Oct 1, 2009	Jun 3, 2016	no	FEASTERVILLE, PA\|CHERRY HILL, NJ\|FEASTERVILLE, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 17, 2006	Oct 6, 2009	no	FEASTERVILLE, PA\|BALA CYNWYD, PA\|FEASTERVILLE, PA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	May 18, 2005	Oct 18, 2006	no	FEASTERVILLE, PA\|FEASTERVILLE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN PORTFOLIOS ADVISORS, INC	OSAIC WEALTH, INC.	Oct 11, 2024	Oct 11, 2024	0	Bulk transfer	Ibd to ibd
GROVE POINT ADVISORS, LLC	AMERICAN PORTFOLIOS ADVISORS, INC	Oct 3, 2022	Sep 30, 2022	-3	Firm change	Ibd to ibd
H. BECK, INC.	GROVE POINT ADVISORS, LLC	Apr 1, 2021	Apr 1, 2021	0	Bulk transfer	Ibd to ibd
CONCOURSE FINANCIAL GROUP ADVISORS	H. BECK, INC.	Jun 3, 2016	May 13, 2016	-21	Firm change	Other
EQUITABLE ADVISORS, LLC	CONCOURSE FINANCIAL GROUP ADVISORS	Oct 6, 2009	Oct 1, 2009	-5	Firm change	Other
PRUCO SECURITIES, LLC	EQUITABLE ADVISORS, LLC	Oct 18, 2006	Oct 17, 2006	-1	Firm change	Other

Relationships

Registered with (7)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Oct 11, 2024 to presentfactForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Sep 30, 2022 to Oct 11, 2024factForm ADV
→ GROVE POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2021 to Oct 3, 2022factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
May 13, 2016 to Apr 1, 2021factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Oct 1, 2009 to Jun 3, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 17, 2006 to Oct 6, 2009factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
May 18, 2005 to Oct 18, 2006factForm ADV

Dated events

Occurred
Oct 3, 2022
Advisor changed firm
Jerry Gross left Grove Point Advisors, Llc for American Portfolios Advisors, Inc (registered 2022-09-30)
Form ADVobserved 5 days ago