Joshua Steven Grogan

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2017 → 01/2021
  Edward Jones
  St Louis, MO
• 01/2013 → 05/2017
  American Homepride
  Greenville, SC
• 01/2021 → Present
  Lpl Financial, Llc
  Franklin, TN
• 01/2021 → Present
  Private Advisor Group, Llc
  Franklin, TN

Previous Registrations

• 2017-11-08 → 2021-01-20
  Edward Jones
  Nashville, TN
  Brentwood, TN
  Nashville, TN
  St Louis, MO

Other Businesses

1) 01/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINES) - MORRISTOWN FINANCIAL GROUP, LLP - INVESTMENT RELATED - FRANKLIN, TN 37064 2) 1/28/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/19/2020 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 01/28/2026 - Lillamay Management Group Inc - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 01/22/2026 - 1 hour per month/ during trading 4) 03/20/2026-EPM Financial-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/16/2023-160hrs/mth-160hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-11-07

Other Names

• Josh Grogan