Jocelyn Investment Management, LLC

Overview

Jocelyn Investment Management, LLC is an SEC registered investment adviser based in San Rafael, CA, registered since 2022. It reports $1B in assets under management across 268 accounts, with 2 employees.

Reported AUM

$1B

Discretionary

10%

Accounts

268

Average account

$3.8M

Employees

2

Registered since

2022

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Robert A Jocelyn Chairman, President, Chief Compliance Officer CRD 5407930
• Nicholas Alden Jocelyn Vice Chairman, Vice President, Secretary CRD 4236344

Location

Headquarters

100 Smith Ranch Rd Ste 329
San Rafael, CA 94903

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: jocelyninvestment.com

Every state, with registration dates

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