Vassilios B. Grous
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CRD#: 1406887
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Vassilios Bill Grous, who also goes by Bill Grous, Billy Grous, Vassilios Bill Grous, Vassilios Grous, was a registered financial professional .
Vassilios is a previously registered financial professional and started their career in finance in 1985. Vassilios had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 5, Series 15, Series 3, Series 7, Series 10, Series 9, Series 8, Series 53 and Series 4 exams.
Biography
Bill Grous is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Bill is a founder of The GGC Group, a team of highly skilled investment and wealth planning professionals who offer clients a full array of capital markets strategies to address their complex needs.
Drawing from his background in sophisticated lending approaches, Bill offers a macro view on the entirety of the balance sheet— mortgages, security-based lines of credit, cash flow management, equity and fixed income trading, private equity investments and more. He is known for his tenacious approach to solving problems, removing obstacles and turning challenges into successes.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Bill is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative review to assess each investment strategy. He serves on The GGC Group's investment committee to help identify innovative approaches and make tactical adjustments to existing portfolios.
With a career that has spanned nearly four decades, Bill began in the mailroom at Merrill Lynch and worked his way to being the youngest branch operations manager to run a NYC office for the firm. Most recently, he was a Managing Director at Alex. Brown, a Division of Raymond James. Previously, Bill held senior leadership roles in sales and management at Deutsche Bank and Morgan Stanley. He joined J.P. Morgan to provide clients with the hands-on attention of a boutique firm coupled with the global strength of one of the most renowned financial institutions in the world.
Born and raised in New York City, Bill earned a B.A. in Applied Mathematics from Embry Riddle Aeronautical University and studied for his M.B.A. at St. John's University. He has shared his financial knowledge and industry insight via lectures with investors, and has spoken at the Wharton School of the University of Pennsylvania.
Bill is active within the Greek Orthodox community and proudly holds the title of Archon of the Greek Orthodox Church. He resides in Greenwich, Connecticut, with his wife, Rhea, and together, they have two children, Nicholas and Chloe. Bill is an avid and life-long fan of the New York Yankees. He has a passion for travel and international destinations.
Question & Answer
What are your service offerings?
Loans/credit services
Trust & estate planning
Financial planning
Executive services/Equity comp...
Insurance
Philanthropic services
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
No
Aliases
Bill Grous | Billy Grous | Vassilios Bill Grous | Vassilios Grous
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Effective 12/9/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
December 9, 2020 - April 4, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
December 9, 2020 - April 4, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
September 6, 2016 - December 14, 2020
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
New York, NY
Past
September 6, 2016 - December 14, 2020
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
New York, NY
Past
October 23, 2013 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
RIA
CRD#: 2525
NEW YORK, NY
Past
June 29, 2009 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
Past
June 1, 2009 - July 2, 2009
MORGAN STANLEY
RIA
CRD#: 149777
NEW YORK, NY
Past
June 1, 2009 - July 2, 2009
MORGAN STANLEY
BD
CRD#: 149777
NEW YORK, NY
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
NEW YORK, NY
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
October 28, 2005 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
NEW YORK, NY
Past
October 28, 2005 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
NEW YORK, NY
Past
January 7, 2000 - November 2, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
September 24, 1985 - November 2, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
J.P. MORGAN SECURITIES LLC
BEAR, STEARNS & CO. | JPMORGAN H&Q | JPMORGAN CHASE | J.P.MORGAN SECURITIES INC. | J.P. MORGAN WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES INC. | J.P. MORGAN SECURITIES | J.P. MORGAN PRIVATE WEALTH MANAGEMENT | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN PRIVATE CLIENT | J.P. MORGAN PRIVATE BANK | J.P. MORGAN | CHASE PRIVATE CLIENT | CHASE INVESTMENTS | BEAR, STEARNS & CO. INC.
CRD#: 79 / SEC#: 801-3702, 8-35008
RIA
Registered Investment Advisory firm - SEC (4/3/1965 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 2/15/1989
Interest Rate Options ExaminationGeneral Industry/Product Exam
RR
Series 15
Date: 2/14/1989
Foreign Currency Options ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/14/1987
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
J.P. MORGAN SECURITIES LLC
BEAR, STEARNS & CO. | JPMORGAN H&Q | JPMORGAN CHASE | J.P.MORGAN SECURITIES INC. | J.P. MORGAN WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES INC. | J.P. MORGAN SECURITIES | J.P. MORGAN PRIVATE WEALTH MANAGEMENT | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN PRIVATE CLIENT | J.P. MORGAN PRIVATE BANK | J.P. MORGAN | CHASE PRIVATE CLIENT | CHASE INVESTMENTS | BEAR, STEARNS & CO. INC.
CRD#: 79 / SEC#: 801-3702, 8-35008
RIA
Registered Investment Advisory firm - SEC (4/3/1965 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
270 Park Avenue, New York, NY 10017
Mailing Address
1111 Polaris Pkwy Floor 3f, Columbus, OH 43240
Phone number
(212) 272-2000
Established
Delaware since 08/12/1985
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
8,327
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| J.P. MORGAN BROKER-DEALER HOLDINGS INC. | MEMBER | |
| AIDELSON, DAVID | CHIEF LEGAL OFFICER | 7884539 |
| ALAOUI ABDALLAOUI, RACHID | CEO, CHAIR, ELECTED MANAGER | 7122597 |
| BISESI, BRIAN J | ELECTED MANAGER | 3090554 |
| CHOI, MICHAEL | CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER | 6597789 |
| COLLINS, JAMES MICHAEL | CHIEF FINANCIAL OFFICER | 2725065 |
| DEMPSEY, PATRICK PAUL | TREASURER | 2830362 |
| ENGLANDER, ADAM F | ELECTED MANAGER | 2941059 |
| FOLEY, KEVIN J | ELECTED MANAGER | 4012244 |
| KLION, ROGER | CHIEF OPERATING OFFICER | 5082261 |
| MCCRUM, CARRIE | ELECTED MANAGER | 7675791 |
| SABLE, MATTHEW D | ELECTED MANAGER | 4835849 |
| TEPPER, ERIC D. | ELECTED MANAGER | 2242377 |
| VIENICK, PAUL | ELECTED MANAGER | 2212982 |
| VILLWOCK, DAVID S | CHIEF COMPLIANCE OFFICER - BROKER DEALER | 8071637 |
Regulatory assets under management
| Total Number of Accounts | 1,055,400 |
| AUM (Assets Under Management) | $ 352,605,441,286 |
Disclosures
| Regulatory Event | 392 |
| Civil Event | 9 |
| Arbitration | 143 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 10/25/2024 | ||
| 11/27/2023 | ||
| 01/03/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
