Jocelyn Investment Management, LLC

Jocelyn Investment Management, LLC (CRD# 145005) is a financial advisory firm headquartered in San Rafael, CA. They manage $181,760,399 in 104 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $1,747,696
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.
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