Jocelyn Investment Management, LLC

Jocelyn Investment Management, LLC (CRD# 145005) is a financial advisory firm headquartered in San Rafael, CA. They manage $246,814,305 in 130 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $1,898,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, HI

Financial Advisors at Jocelyn Investment Management, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.