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JOCELYN INVESTMENT MANAGEMENT, LLC

100 Smith Ranch Road
Suite 329
San Rafael, California 94903
Tel: 415-256-1795

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About JOCELYN INVESTMENT MANAGEMENT, LLC

JOCELYN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as JOCELYN INVESTMENT MANAGEMENT, LLC. The firm was established in 11/21/2022. They have over 2 offices throughout the country.

JOCELYN INVESTMENT MANAGEMENT, LLC is a San Rafael, California based Financial Planning firm with nearly $919,687,066 assets under management, offering retirement planning & investment advisory services to 272 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#323831
SEC#801-126910
Assets Managed by Firm$919,687,066
No. of Clients272
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total272$919,687,066
High net worth individuals22$62,365,244
Pension and profit sharing plans249$855,347,481
Corporations or other businesses1$1,974,341

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