Overview
Assets Under Management: $1.0 billion
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 19
Average Client Assets: $2.9 million
Frequently Asked Questions
JOCELYN INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323831), JOCELYN INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JOCELYN INVESTMENT MANAGEMENT, LLC is headquartered in SAN RAFAEL, CA.
JOCELYN INVESTMENT MANAGEMENT, LLC serves 19 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, JOCELYN INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
JOCELYN INVESTMENT MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, JOCELYN INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.39%
Average Client Assets: $2.9 million
Total Client Accounts: 268
Discretionary Accounts: 29
Non-Discretionary Accounts: 239
Regulatory Filings
CRD Number: 323831
Filing ID: 2082522
Last Filing Date: 2026-03-27 19:28:05