Jocelyn Investment Management Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Jocelyn Investment Management General Information

Description

Provider of retirement planning and investment advisory services intended to serve individuals and small businesses. The company provides financial goal setting, risk assessment, strategic asset allocation, and investment selection, enabling clients to enhance their business and create value for their investments.

Contact Information

Website
www.jocelyninvestment.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 100 Smith Ranch Road
  • Suite 329
  • San Rafael, CA 94903
  • United States
+1 (415)
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
HowardSimon Retirement
Corporate Office
  • 100 Smith Ranch Road
  • Suite 329
  • San Rafael, CA 94903
  • United States
+1 (415)

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Jocelyn Investment Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Jocelyn Investment Management‘s full profile, request access.

Request a free trial

Jocelyn Investment Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of retirement planning and investment advisory services intended to serve individuals and small businesses. The
Consulting Services (B2B)
San Rafael, CA

Los Angeles, CA

San Juan Capistrano, CA
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Jocelyn Investment Management Competitors (3)

One of Jocelyn Investment Management’s 3 competitors is Michael Jd Mccall, a Corporation company based in Los Angeles, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Michael Jd Mccall Corporation Los Angeles, CA
Altegris Corporate Backed or Acquired San Juan Capistrano, CA
Global Diversified Investments Corporation Yucaipa, CA
You’re viewing 3 of 3 competitors. Get the full list »

Jocelyn Investment Management FAQs

  • When was Jocelyn Investment Management founded?

    Jocelyn Investment Management was founded in 2007.

  • Where is Jocelyn Investment Management headquartered?

    Jocelyn Investment Management is headquartered in San Rafael, CA.

  • What industry is Jocelyn Investment Management in?

    Jocelyn Investment Management’s primary industry is Consulting Services (B2B).

  • Is Jocelyn Investment Management a private or public company?

    Jocelyn Investment Management is a Private company.

  • What is Jocelyn Investment Management’s current revenue?

    The current revenue for Jocelyn Investment Management is .

  • Who are Jocelyn Investment Management’s competitors?

    Michael Jd Mccall, Altegris, and Global Diversified Investments are competitors of Jocelyn Investment Management.

  • When was Jocelyn Investment Management acquired?

    Jocelyn Investment Management was acquired on 30-Sep-2022.

  • Who acquired Jocelyn Investment Management?

    Jocelyn Investment Management was acquired by HowardSimon Retirement.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process