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Jason T
Series 65
Valley City, OH
Gross Investments LLC
Jason Thomson is a financial advisor at Gross Investments LLC with five years of industry experience. He holds a Series 65 designation and has worked at Gross Insurance LLC, Sherwin Williams, AMFG Wealth Management LLC, WestPoint Wealth Management, and KEYBANK. Gross Investments LLC serves individual and high-net-worth clients by providing project-based financial planning, hourly consultations, and ongoing investment management. The firm employs a variety of analytical approaches to build primarily long-term portfolios and offers both discretionary and non-discretionary management tailored to client preferences.
Joseph R
Valley City, OH
Gross Investments LLC
Joseph Romito is a financial advisor at Gross Investments LLC with 10 years of industry experience. He has worked at several firms, including Westpoint Wealth Management LLC and Cetera Advisor Networks LLC. Outside of his financial advisory work, he is involved in a private business related to residential office real estate. Gross Investments LLC provides financial planning and investment management primarily to individual and high-net-worth clients. The firm uses a range of analytic approaches to support long-term investment strategies and offers both discretionary and non-discretionary portfolio services.
Howard G
Series 65
Valley City, OH
Gross Investments LLC
Howard Gross is a financial advisor at Gross Investments LLC with six years of industry experience. He holds a Series 65 credential and has worked at several firms, including WestPoint Wealth Management and AMFG Wealth Management. Outside of finance, he operates Howard's Lawn Care, a business he has managed for over a decade. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support long-term investment strategies.
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