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Jocelyn Degroote

Investment Adviser Representative at Newport Capital Group, LLC

Red Bank, NJCRD #5054086Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jocelyn Degroote is an investment adviser representative with Newport Capital Group, LLC in Red Bank, NJ, where they have been registered since 2014. They have worked in the securities industry since 2009 and have been registered with 4 firms, including Santander Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.

Office

12 Broad Street, 5th Floor
Red Bank, NJ 07701

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey
Broker:
1 state or territory

New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/10/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/5/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Newport Capital Group, LLCCurrent
8/27/2014 – Red Bank, NJ
Santander Securities
12/21/2012 – 6/28/2013Brick, NJ
Merrill Lynch, Pierce, Fenner & Smith Incorporated
8/27/2010 – 7/27/2012Pennington, NJ
UBS Financial Services Inc.
11/24/2008 – 4/6/2010Weehawken, NJ
Merrill Lynch, Pierce, Fenner & Smith Incorporated
12/12/2007 – 11/19/2008Pennington, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Newport Capital Group, LLC
    May 2014 – no end date reportedRed Bank, NJ
  2. NCG Securities
    Feb 2015 – no end date reportedRed Bank, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Newport Capital Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Firm account minimum
$2,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $2,000,0001.50%
  • Next $3,000,0001.00%
  • Next $15,000,0000.50%
  • Amounts over $20,000,0000.40%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
1
Main office:
Red Bank, NJ
SEC file number:
801-68323

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 20, 2026

View full firm profile

Other advisors at Newport Capital Group, LLC

9 other advisors in the directory

View Newport Capital Group, LLC firm profile

Similar advisors in Red Bank, NJ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jocelyn Degroote has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jocelyn Degroote (Newport Capital Group) - Advisor Profile