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Financial Advisor
California
San Rafael
JOCELYN INVESTMENT MANAGEMENT, LLC

JOCELYN INVESTMENT MANAGEMENT, LLC

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

About JOCELYN INVESTMENT MANAGEMENT, LLC

JOCELYN INVESTMENT MANAGEMENT, LLC is a San Rafael, California based financial advisory firm with nearly $919,687,066 in assets under management and provides investment advisory services for 272 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

323831

Firm SEC#:

801-126910

Assets Under Management:

$919,687,066

No. of Clients:

272

Advisory Services Provided:

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

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