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Jon Christopher Gross

UNION INVESTMENT ADVISORS, INC·LINCOLN, Nebraska
Unclaimed Profile
6801 S 27TH, LINCOLN, NE 68512CRD# 2161819Firm CRD# 108240
01

About

Jon Christopher Gross is a registered financial advisor based in LINCOLN, Nebraska, affiliated with UNION INVESTMENT ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
UNION INVESTMENT ADVISORS, INC
UNION INVESTMENT ADVISORS, INC
AUM
$72M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at UNION INVESTMENT ADVISORS, INC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2161819
Firm CRD# 108240
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Christopher Gross offer?
Jon Christopher Gross specializes in Investment Management, Fee-Only Advisory. Contact their office in LINCOLN, Nebraska for a consultation.
What are Jon Christopher Gross's credentials?
Jon Christopher Gross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Christopher Gross located?
Jon Christopher Gross is based in LINCOLN, Nebraska, working with UNION INVESTMENT ADVISORS, INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Jon Christopher Gross charge for services?
Jon Christopher Gross's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNION INVESTMENT ADVISORS, INC?
UNION INVESTMENT ADVISORS, INC has approximately 5 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LINCOLN
Michael Dennis Burns — AMERITAS INVESTMENT CORPSusanne Marie Denby — AMERITAS ADVISORY SERVICES, LLCMark Edward Portz — UNION INVESTMENT ADVISORS, INCMichael Sullivan Dunlap — UNION INVESTMENT ADVISORS, INCMary Kris Nelson — ALLSTATE FINANCIAL ADVISORS, LLC
Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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