Jocelyn P. Servignat
Professional summary
Jocelyn Pierre Andre Servignat, who also goes by Jocelyn Servignat Js, Jocelyn Servignat, Jolelyn Servignat, is a registered financial advisor currently at NAVIQUANT located in Vancouver, Washington.
Jocelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jocelyn has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jocelyn Pierre Andre Servignat's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 27, 2023 - Present
NAVIQUANT
September 12, 2011 - May 2, 2023
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
June 11, 2010 - March 27, 2013
LPL FINANCIAL LLC
June 11, 2010 - May 10, 2023
LPL FINANCIAL LLC
December 2, 2009 - July 9, 2010
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 7, 2002 - July 9, 2010
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 9, 2002 - September 25, 2002
WOODBURY FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
NAVIQUANT
CRD#: 325236 / SEC#: 801-127544
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/27/2023)
Exams
Current Firm
NAVIQUANT
CRD#: 325236 / SEC#: 801-127544
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 192 |
| AUM (Assets Under Management) | $ 173,568,567 |
Red Flags
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