Jocelyn Degroote (CRD# 5054086) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 16 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.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ncg Securities | Red Bank, NJ | Feb 2015 - Current | 9 |
Newport Capital Group, LLC | Red Bank, NJ | May 2014 - Current | 9 |
Unemployed | Brielle, NJ | May 2013 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- NJ
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts288ACCOUNTS
-
Average Account Value$868,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, FL, NJ, NY, PA, TX
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