Jocelyn DegrooteCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
|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 & Smith Incorporated||Pennington, NJ||Jun 2010 - Jul 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management252MILLIONS
Total Number of Accounts265ACCOUNTS
Average Account Value$950,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
FL, NJ, NY, PA, TX
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