Jocelyn Degroote, financial advisor Red Bank NJ

Jocelyn Degroote

CRD Number: 5054086
Current Firm: Newport Capital Group, LLC

Jocelyn Degroote (CRD# 5054086) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry. Jocelyn Degroote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ncg Securities Red Bank, NJ Feb 2015 - Current 6
Newport Capital Group, LLC Red Bank, NJ May 2014 - Current 7
Unemployed Brielle, NJ May 2013 - May 2014 1
Santander Securities, LLC Brick, NJ Dec 2012 - May 2013 < 1
Sovereign Bank Brick, NJ Oct 2012 - May 2013 < 1
Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated Pennington, NJ Jun 2010 - Jul 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jocelyn Degroote
Phone Number: 732-741-8400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    252
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $950,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

FL, NJ, NY, PA, TX

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