Jocelyn Degroote

Employer firm

Newport Capital Group, LLC CRD 144442

$1.28B regulatory AUM 104 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Newport Capital Group, Llc
  Red Bank, NJ
• 02/2015 → Present
  Ncg Securities
  Red Bank, NJ

Previous Registrations

• 2012-12-21 → 2013-06-28
  Santander Securities Llc
  Brick, NJ
  Toms River, NJ
• 2010-08-27 → 2012-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
• 2008-11-24 → 2010-04-06
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
• 2007-12-12 → 2008-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  New York, NY

Other Businesses

NEWPORT CAPITAL GROUP INVESTMENT ADVISOR - AFFILIATED WITH NCG SECURITIES

Exams

• S66 Uniform Combined State Law Examination
  2007-12-10

Designations

• Certified Financial Planner

Other Names

• Jocelyn D Degroote
• Jocelyn D Degroote-Venables