Be advised. This firm is no longer registered.

Jocelyn Investment Management, LLC

Jocelyn Investment Management, LLC (CRD# 145005) is a financial advisory firm headquartered in San Rafael, CA. They manage $596,550,512 in 206 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
100 Smith Ranch Road, Suite 329, San Rafael, CA 94903
http://www.jocelyninvestment.com
By the Numbers
  • Total Assets Under Management
    597
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $2,895,876
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
The map below shows states where this firm has explicit registration only.

Financial Advisors at Jocelyn Investment Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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