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JOCELYN INVESTMENT MANAGEMENT, LLC
CRD 323831 · SEC 801-126910
100 SMITH RANCH ROAD, SUITE 329, SAN RAFAEL, CA, 94903, United States
Phone
415-256-1795
Fax
303-484-5233
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$104.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $54.6M |
| Pension/profit sharing plans | 239 | $957.0M |
| Corporations/business entities | 1 | $1.5M |
States served
AZ, CA, CO, IL, TX
All web addresses on file
Official SEC filing: View on IAPD