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Jeremy Dennis Groh

Orchard Securities, LLC

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About Jeremy Dennis Groh

Jeremy Dennis Groh is a financial advisor based in Pleasant Grove, Utah. Jeremy is currently registered with Orchard Securities, LLC in Utah and Florida. Jeremy has been in the financial services industry since 2003 and has experience with a variety of firms, including Prep Securities, LLC, Silver Oak Securities, Incorporated, AMG Distributors, Inc., Foreside Funds Distributors LLC, Aston Funds Distributors, Inc., Scudder Distributors, Inc., and CitiCorp Investment Services. Jeremy holds FINRA Series 63, Series 7 and SIE licenses and is also a licensed investment advisor in Utah.

Firm Information

Jeremy Groh is currently registered with Orchard Securities, LLC. Orchard Securities, LLC, is a Limited Liability Company formed on September 27, 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jeremy Groh’s Registration & Firm History

UT

05/24/2024 - Present

Orchard Securities, LLC (PLEASANT GROVE UT)

UT

12/15/2022 - 12/15/2023

PREP SECURITIES, LLC (PARK CITY UT)

TN

12/23/2020 - 06/15/2021

SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)

CT

07/08/2016 - 01/25/2019

AMG DISTRIBUTORS, INC. (STAMFORD CT)

ME

01/04/2007 - 07/01/2016

FORESIDE FUNDS DISTRIBUTORS LLC (PORTLAND ME)

IL

12/07/2004 - 12/31/2006

ASTON FUNDS DISTRIBUTORS, INC. (CHICAGO IL)

IL

03/21/2000 - 02/20/2003

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

NY

05/15/1998 - 01/19/2000

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 09/28/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Dennis Groh.
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