Barbara Groshon, financial advisor Northbrook IL

Barbara Groshon

CRD Number: 5628199
Current Firm: J.p. Morgan Securities LLC

Barbara Groshon (CRD# 5628199) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Northbrook, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Northbrook, IL Sep 2017 - Current 6
Jp Morgan Securities LLC Northbrook, IL Sep 2017 - Current 6
Unemployed Niles, IL Aug 2017 - Aug 2017 < 1
Citigroup Global Markets, Inc. Buffalo Grove, IL Sep 2014 - Jul 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Park Ridge, IL Mar 2012 - Sep 2014 2
Bank Of America, N.a. Park Ridge, IL Mar 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Barbara Groshon
Phone Number: 800-999-2000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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