Orderly Finance

Orderly Finance, LLC, operating as Orderly Finance, is led by Jon Gross, a seasoned financial advisor with a diverse background. Gross holds an MBA from the University of Florida with concentrations in Decision Information Systems and Supply Chain Management, along with a Bachelor of Science in Finance from Arizona State University. His professional experience includes roles at prestigious firms such as Goldman Sachs Group, Inc., Credit Suisse Securities LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith, Inc. Gross has obtained various licenses and certifications, including the SIE Exam in 2018, Series 31 Exam in 2002, Series 66 Exam in 2001, and Series 7 Exam in 2000. Notably, there are no legal or disciplinary events on his record that are material to his evaluation. As the Chief Compliance Officer of Orderly Finance, Gross does not engage in any outside business activities and does not receive additional compensation beyond advisory fees. He operates independently within the firm, adhering to its Code of Ethics. Clients can reach Jon Gross at (415) 432-9876 for inquiries. Gross has not been involved in any arbitration claims exceeding $2,500 and has a clean record in civil, self-regulatory organization, and administrative proceedings, as well as bankruptcy petitions.