Active
JOCELYN INVESTMENT MANAGEMENT, LLC
Investment Advice|SAN RAFAEL, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$919.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 90.4M |
| Non-Discretionary | 829.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 323831 |
| SEC Number | 801-126910 |
| Street Address | 100 SMITH RANCH ROAD |
| Street Address 2 | SUITE 329 |
| Location | SAN RAFAEL, CA 94903 |
| Country | United States |
| Phone | 415-256-1795 |
| Fax | 415-532-2366 |
| Total Employees | 2 |
Client Count by Type (272 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 249 |
| High Net Worth Individual… | 22 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF BELVEDERE
CITY OF COTATI
CITY OF LARKSPUR
CITY OF MILL VALLEY
CITY OF NOVATO
CITY OF PETALUMA
CITY OF SAN RAFAEL
CITY OF SAUSALITO
COUNTY OF MARIN
TOWN OF CORTE MADERA
TOWN OF FAIRFAX
TOWN OF ROSS
TOWN OF SAN ANSELMO
TOWN OF TIBURON
CITY OF BELVEDERE
CITY OF COTATI
CITY OF LARKSPUR
CITY OF MILL VALLEY
CITY OF NOVATO
CITY OF PETALUMA
CITY OF SAN RAFAEL
CITY OF SAUSALITO
COUNTY OF MARIN
TOWN OF CORTE MADERA
TOWN OF FAIRFAX
TOWN OF ROSS
TOWN OF SAN ANSELMO
TOWN OF TIBURON
CITY OF BELVEDERE
CITY OF COTATI
CITY OF LARKSPUR
CITY OF MILL VALLEY
CITY OF NOVATO
CITY OF PETALUMA
CITY OF SAN RAFAEL
CITY OF SAUSALITO
COUNTY OF MARIN
TOWN OF CORTE MADERA
TOWN OF FAIRFAX
TOWN OF ROSS
TOWN OF SAN ANSELMO
TOWN OF TIBURON
Municipal Government
14 Active
14
Organizations
ALMONTE SANITARY DISTRICT
ALTO SANITARY DIST
BEL MARIN KEYS COMMUNITY SERVICES DISTRICT
Bel Marin Keys Community Services District CFD No 2001-1
Bel Marin Keys Community Services District CFD No 2001-2
BELVEDERE-TIBURON JOINT RECREATION COMMISSION
BELVEDERE-TIBURON LIBRARY AGENCY
Belvedere-Tiburon Library Agency CFD No 1995-1
BOLINAS COMMUNITY PUBLIC UTILITY DISTRICT
BOLINAS FIRE PROTECTION DISTRICT
CALIFORNIA COMMUNITY CHOICE FINANCING AUTHORITY
CENTRAL MARIN FIRE AUTHORITY
CENTRAL MARIN POLICE AUTHORITY
CENTRAL MARIN SANITATION AGENCY
FIREHOUSE COMMUNITY PARK AGENCY
HOMESTEAD VALLEY SANITARY DISTRICT
INVERNESS PUBLIC UTILITY DISTRICT
KENTFIELD FIRE PROTECTION DISTRICT
LAS GALLINAS VALLEY SANITARY DIST
MARIN CITY COMMUNITY SERVICE DISTRICT
ALMONTE SANITARY DISTRICT
ALTO SANITARY DIST
BEL MARIN KEYS COMMUNITY SERVICES DISTRICT
Bel Marin Keys Community Services District CFD No 2001-1
Bel Marin Keys Community Services District CFD No 2001-2
BELVEDERE-TIBURON JOINT RECREATION COMMISSION
BELVEDERE-TIBURON LIBRARY AGENCY
Belvedere-Tiburon Library Agency CFD No 1995-1
BOLINAS COMMUNITY PUBLIC UTILITY DISTRICT
BOLINAS FIRE PROTECTION DISTRICT
CALIFORNIA COMMUNITY CHOICE FINANCING AUTHORITY
CENTRAL MARIN FIRE AUTHORITY
CENTRAL MARIN POLICE AUTHORITY
CENTRAL MARIN SANITATION AGENCY
FIREHOUSE COMMUNITY PARK AGENCY
HOMESTEAD VALLEY SANITARY DISTRICT
INVERNESS PUBLIC UTILITY DISTRICT
KENTFIELD FIRE PROTECTION DISTRICT
LAS GALLINAS VALLEY SANITARY DIST
MARIN CITY COMMUNITY SERVICE DISTRICT
ALMONTE SANITARY DISTRICT
ALTO SANITARY DIST
BEL MARIN KEYS COMMUNITY SERVICES DISTRICT
Bel Marin Keys Community Services District CFD No 2001-1
Bel Marin Keys Community Services District CFD No 2001-2
BELVEDERE-TIBURON JOINT RECREATION COMMISSION
BELVEDERE-TIBURON LIBRARY AGENCY
Belvedere-Tiburon Library Agency CFD No 1995-1
BOLINAS COMMUNITY PUBLIC UTILITY DISTRICT
BOLINAS FIRE PROTECTION DISTRICT
CALIFORNIA COMMUNITY CHOICE FINANCING AUTHORITY
CENTRAL MARIN FIRE AUTHORITY
CENTRAL MARIN POLICE AUTHORITY
CENTRAL MARIN SANITATION AGENCY
FIREHOUSE COMMUNITY PARK AGENCY
HOMESTEAD VALLEY SANITARY DISTRICT
INVERNESS PUBLIC UTILITY DISTRICT
KENTFIELD FIRE PROTECTION DISTRICT
LAS GALLINAS VALLEY SANITARY DIST
MARIN CITY COMMUNITY SERVICE DISTRICT
Special District
66 Active
66
Organizations
BOLINAS STINSON UN SCHOOL DIST
KENTFIELD ELEM SCH DIST
LAGUNA JOINT SCHOOL DISTRICT
LAGUNITAS ELEM SCH DIST
LARKSPUR-CORTE MADERA SCHOOL DISTRICT
MARIN COMMUNITY COLLEGE DISTRICT
MARIN CO SPECIAL SCHOOLS
MARIN COUNTY OFFICE OF EDUCATION
MILLER CREEK ELEMENTARY SCH DIST
MILL VALLEY ELEM SCH DIST
NICASIO SCHOOL DISTRICT
NOVATO UNIF SCH DIST
OLD ADOBE UNION SCHOOL DISTRICT
REED UNION ELEM SCHOOL DIST
ROSS ELEM SCH DIST
ROSS VALLEY SCHOOL DISTRICT
SAN RAFAEL CITY SCHOOLS
SAUSALITO MARIN CITY SCHOOL DIST
SHORELINE UNIFIED SCH DIST
TAMALPAIS UNION HIGH SCHOOL DIST
BOLINAS STINSON UN SCHOOL DIST
KENTFIELD ELEM SCH DIST
LAGUNA JOINT SCHOOL DISTRICT
LAGUNITAS ELEM SCH DIST
LARKSPUR-CORTE MADERA SCHOOL DISTRICT
MARIN COMMUNITY COLLEGE DISTRICT
MARIN CO SPECIAL SCHOOLS
MARIN COUNTY OFFICE OF EDUCATION
MILLER CREEK ELEMENTARY SCH DIST
MILL VALLEY ELEM SCH DIST
NICASIO SCHOOL DISTRICT
NOVATO UNIF SCH DIST
OLD ADOBE UNION SCHOOL DISTRICT
REED UNION ELEM SCHOOL DIST
ROSS ELEM SCH DIST
ROSS VALLEY SCHOOL DISTRICT
SAN RAFAEL CITY SCHOOLS
SAUSALITO MARIN CITY SCHOOL DIST
SHORELINE UNIFIED SCH DIST
TAMALPAIS UNION HIGH SCHOOL DIST
BOLINAS STINSON UN SCHOOL DIST
KENTFIELD ELEM SCH DIST
LAGUNA JOINT SCHOOL DISTRICT
LAGUNITAS ELEM SCH DIST
LARKSPUR-CORTE MADERA SCHOOL DISTRICT
MARIN COMMUNITY COLLEGE DISTRICT
MARIN CO SPECIAL SCHOOLS
MARIN COUNTY OFFICE OF EDUCATION
MILLER CREEK ELEMENTARY SCH DIST
MILL VALLEY ELEM SCH DIST
NICASIO SCHOOL DISTRICT
NOVATO UNIF SCH DIST
OLD ADOBE UNION SCHOOL DISTRICT
REED UNION ELEM SCHOOL DIST
ROSS ELEM SCH DIST
ROSS VALLEY SCHOOL DISTRICT
SAN RAFAEL CITY SCHOOLS
SAUSALITO MARIN CITY SCHOOL DIST
SHORELINE UNIFIED SCH DIST
TAMALPAIS UNION HIGH SCHOOL DIST
School District
21 Active
21
Organizations
10,000 DEGREES
10000 DEGREES
10 X LIVING INC
1150 Webster Street Inc
13THTRIBEORG
1991 MONTGOMERY HIGH SCHOOL BASEBALL SCHOLARSHIP
1 PERCENT CLUB
2050KIDS INCORPORATED
2722 BANCROFT FOUNDATION
2 Gen Equity
313 PROJECT
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10,000 DEGREES
10000 DEGREES
10 X LIVING INC
1150 Webster Street Inc
13THTRIBEORG
1991 MONTGOMERY HIGH SCHOOL BASEBALL SCHOLARSHIP
1 PERCENT CLUB
2050KIDS INCORPORATED
2722 BANCROFT FOUNDATION
2 Gen Equity
313 PROJECT
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10,000 DEGREES
10000 DEGREES
10 X LIVING INC
1150 Webster Street Inc
13THTRIBEORG
1991 MONTGOMERY HIGH SCHOOL BASEBALL SCHOLARSHIP
1 PERCENT CLUB
2050KIDS INCORPORATED
2722 BANCROFT FOUNDATION
2 Gen Equity
313 PROJECT
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3422 Active
3422
Organizations
Community Partners135 organizations
COUNTY OF MARIN
Municipal Government·SAN RAFAEL
ALTO SANITARY DIST
Special District·MILL VALLEY
Bel Marin Keys Community Services District CFD No 2001-1
Special District
Bel Marin Keys Community Services District CFD No 2001-2
Special District
Belvedere-Tiburon Library Agency CFD No 1995-1
Special District
BOLINAS FIRE PROTECTION DISTRICT
Special District·BOLINAS
CENTRAL MARIN FIRE AUTHORITY
Special District·CORTE MADERA
CENTRAL MARIN SANITATION AGENCY
Special District·SAN RAFAEL
FIREHOUSE COMMUNITY PARK AGENCY
Special District·BOLINAS
HOMESTEAD VALLEY SANITARY DISTRICT
Special District·MILL VALLEY
INVERNESS PUBLIC UTILITY DISTRICT
Special District·INVERNESS
MARIN CLEAN ENERGY
Special District·SAN RAFAEL
MARIN COUNTY SANITARY DIST 5
Special District·TIBURON
MARIN COUNTY TRANSIT DISTRICT
Special District·SAN RAFAEL
MARINET
Special District·SAN RAFAEL
Marin Public Financing Authority
Special District
MARIN WILDFIRE PREVENTION AUTHORITY
Special District·SAUSALITO
MUIR BEACH COMMUNITY SERVICE DISTRICT
Special District·MUIR BEACH
MUIR BEACH COMMUNITY SERVICES DISTRICT
Special District·MUIR BEACH
NOVATO FIRE PROTECTION DISTRICT
Special District·NOVATO
NOVATO SANITARY DISTRICT
Special District·NOVATO
ROSS VALLEY PUBLIC FINANCING AUTHORITY
Special District·SAN RAFAEL
ROSS VALLEY SANITARY DISTRICT
Special District·SAN RAFAEL
10,000 DEGREES
Nonprofit Organization·SAN RAFAEL
10000 DEGREES
Nonprofit Organization·SAN RAFAEL
10 X LIVING INC
Nonprofit Organization·San Rafael
1150 Webster Street Inc
Nonprofit Organization·San Rafael
13THTRIBEORG
Nonprofit Organization·SAUSALITO
1991 MONTGOMERY HIGH SCHOOL BASEBALL SCHOLARSHIP
Nonprofit Organization·SAN RAFAEL
1 PERCENT CLUB
Nonprofit Organization·Tiburon
2050KIDS INCORPORATED
Nonprofit Organization·Sausalito
2722 BANCROFT FOUNDATION
Nonprofit Organization·ROSS
2 Gen Equity
Nonprofit Organization·Tiburon
313 PROJECT
Nonprofit Organization·San Rafael
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Novato
5G EXPANDED LEARNING INC
Nonprofit Organization·CORTE MADERA
5 RYAN FOUNDATION
Nonprofit Organization·TIBURON
61COCONUTS
Nonprofit Organization·Novato
707 VILLAGES
Nonprofit Organization·Petaluma
711 GRAND QALICB
Nonprofit Organization·SAN RAFAEL
903 GOLDEN GATE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SAN RAFAEL
922 REDWOOD EMPIRE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PETALUMA
99MOVES FOUNDATION INC
Nonprofit Organization·SAN RAFAEL
AAM FOUNDATION
Nonprofit Organization·NOVATO
AAM FOUNDATION
Nonprofit Organization·NOVATO
AAPI LEAD
Nonprofit Organization·San Rafael
AARON FAMILY FOUNDATION
Nonprofit Organization·Belvedere
AAUW MARIN SCHOLARSHIP FUND
Nonprofit Organization·Larkspur
ABADA-CAPOEIRA MARIN, INC
Nonprofit Organization·SAN ANSELMO
Above & Beyond Teaching
Nonprofit Organization·San Rafael
A Broader Living Experience
Nonprofit Organization·San Rafael
ABUNDANTLY BEYOND
Nonprofit Organization·Novato
ACADEMIC EXCELLENCE AT TERRA LINDA HIGH SCHOOL
Nonprofit Organization·San Rafael
ACADEMIC HEARTS FOUNDATION
Nonprofit Organization·Novato
Academy of California Elite Soccer Aces
Nonprofit Organization·Petaluma
ACCESS U INC
Nonprofit Organization·KENTFIELD
ACE FOUNDATION NFP
Nonprofit Organization·TIBURON
A CHRISTMAS FOR KIDS
Nonprofit Organization·PETALUMA
ACRITICAL MASS WOMEN CELEBRATING EUCHARIST
Nonprofit Organization·Mill Valley
AC SWIM CLUB
Nonprofit Organization·San Rafael