Who We Are

Jeffrey E. Gross, CRC
President, 1-800-401KPLAN.com LLC

Registered Investment Advisor Jeffrey Gross has spent more than two decades in the financial planning industry, managing millions of dollars in personal assets. He helps his clients maximize their investments by creating money management plans tailored to each individual’s situation.

Before launching his private practice, he worked for Walnut Street Securities, Nathan & Lewis Securities, and Ford Financial Group, part of the Phoenix Life Insurance Company.

Jeffrey serves as vice president of the Pennington, N.J., Library board of trustees. He previously served on the board of directors for the American Cancer Society in Manhattan and for the Monmouth County Juvenile Diabetes Research Foundation.

Jeffrey lives in Pennington, N.J., with his wife and three sons.