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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Grocott is a financial advisor who is registered with LPL Financial LLC and holds several industry licenses and certifications. Jonathan has been active in the financial services industry since March 15, 2013, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments and Wells Fargo Advisors. Jonathan specializes in investment consulting and financial planning. Jonathan Grocott and his firm, LPL Financial LLC, provide services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
03/24/2023 - Present
LPL Financial LLC (SOUTHPORT NC)
NC
06/21/2016 - 03/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
NC
09/02/2014 - 06/01/2016
PNC INVESTMENTS (WILMINGTON NC)
PA
08/27/2012 - 03/03/2014
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
BOTH
Issued 10/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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