NetworkยทFamily Office

Jocelyn Investment Management, LLC

Unclaimed

๐Ÿ“ SAN RAFAEL, CA

Family Officebusiness services
www.jocelyninvestment.com โ†—

SEC CRD #801-126910

About

Jocelyn Pension Consulting, LLC is an independent consulting firm that provides professional advice and local support to create a customized 401(k) Plan ... Jocelyn Investment Management, LLC is a fee-only registered investment ... This Office Location. 145 N Redwood Dr, San Rafael, CA 94903, USA. (415) 256-1795. A Registered Investment Advisory firm providing asset management services focused on: Retirement Plans for businesses and Wealth Management.

Key Contact

RA

ROBERT A. JOCELYN

CHAIRMAN, PRESIDENT, CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (415) 256-1795

๐Ÿ”’ Sign up for free to view key contact information

Sign up free โ†’

Geographic Focus

caunited states
โ„น

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$1.0B

Location

SAN RAFAEL, CA

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.