Jocelyn Investment Management LLC
Legal Name: JOCELYN INVESTMENT MANAGEMENT, LLC
Full Contact Details
Jocelyn Investment Management LLC
145 NORTH REDWOOD DRIVE, SAN RAFAEL, CA
415-256-1795
415-532-2366
Other Info
Jocelyn Investment Management LLC, a California Limited Liability Company, has been approved by the U.S. Securities and Exchange Commission since October 2007. With two employees, two of which are advisors, the number of clients the firm serves is unknown.
Jocelyn Investment Management | PENSION CONSULTING
Expert Advice, Exceptional Service. Jocelyn Pension Consulting values expert advice, exceptional service, and customized solutions to help Plan Sponsors effortlessly navigate the complex retirement plan landscape and help Plan Participants achieve their retirement goals.
Direct Owners
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JOCELYN CONSULTING, LLC
OWNER owns more than 50% but less than 75%
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NICHOLAS ALDEN JOCELYN
PRINCIPAL owns more than 25% but less than 50%
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ROBERT A JOCELYN
MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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NICHOLAS ALDEN JOCELYN
OWNER owns more than 25% but less than 50%
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ROBERT A JOCELYN
PRESIDENT owns more than 25% but less than 50%
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SHARON JOCELYN
OWNER owns more than 25% but less than 50%