Jonathan GrocottCRD Number: 6096260
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jonathan Grocott (CRD# 6096260) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southport, NC and has over 4 years of experience in the finance industry.
Les H. Kern
Rs Wealth Management, LLC
Tilia Fiduciary Partners, Inc.
|Bank Of America, N.a.||Wilmington, NC||Jun 2016 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wilmington, NC||Jun 2016 - Current||< 1|
|Pnc Bank||Buckingham, PA||Aug 2014 - Jun 2016||1|
|Pnc Investments LLC||Buckingham, PA||Aug 2014 - Jun 2016||1|
|Unemployed||Langhorne, PA||Mar 2014 - Jul 2014||< 1|
|Wells Fargo Advisors, LLC||Yardley, PA||Jul 2012 - Feb 2014||1|
|Wells Fargo||Yardley, PA||Aug 2011 - Jul 2012||< 1|
|Penn National Gaming||Lawrenceburg, IN||Nov 2010 - Aug 2011||< 1|
|Albatross||Ocean Beach, NY||Jul 2010 - Oct 2010||< 1|
|Love The Plumber||Ocean Beach, NY||May 2010 - Aug 2010||< 1|
|Unemployment||Yardley, PA||Nov 2009 - Apr 2010||< 1|
|Yardley Inn||Yardley, PA||Oct 2009 - Nov 2009||< 1|
|Love The Plumber||Ocean Beach, NY||May 2009 - Oct 2009||< 1|
|Scully Company||Philadelphia, PA||Apr 2008 - Apr 2009||1|
|Century 21||Newtown, PA||Apr 2006 - Apr 2009||3|
|Lowes||Langhorne, PA||May 2008 - May 2008||< 1|
|Love The Plumber||Ocean Beach, NY||May 2007 - Aug 2007||< 1|
|Ocean Beach Village||Oceach Beach, NY||Apr 2006 - Sep 2006||< 1|
|Love The Plumber||Ocean Beach, NY||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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