J Degroft
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Cincinnati, OH 45236
Credentials
Series 63, Series 65
Industry experience
33 years
About
J. Brian DeGroft is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. With 34 years of experience at Merrill, Brian leads The Renie DeGroft Arthur Hall Group, providing customized wealth management advice and fiduciary services to high net worth individuals and institutional clients. He focuses on investment management, fiduciary services, retirement income planning, wealth structuring, college funding, lending, and tax minimization strategies.
Brian holds a Bachelor's degree from the University of Dayton and has completed executive education programs at The University of Pennsylvania's Wharton School of Business and Harvard University. He earned the Certified Investment Management Analyst® (CIMA®) certification from The University of Chicago Booth School of Business and holds the Certified Plan Fiduciary Advisor® (CPFA®) designation.
Outside of his professional work, Brian volunteers coaching special needs hockey with the Cincinnati Cyclones Special Hockey Program.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Location
5905 E Galbraith Rd
Cincinnati, OH 45236
Ohio · Texas
Work history
Bank Of America, N.A.
2009 - Present (17 years)
Merrill
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Bruce R
PFS™, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Justin W
Series 65
Cincinnati, OH
J1 Capital LLC
Robert M
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
Mark S
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
Jing C
Series 65
Mason, OH
UIS Investment Management LLC
John S
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")