Jocelyn Pierre andre Servignat
Investment adviser representative at Naviquant
16 yearsExperience
1 stateRegistered in
$199.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Naviquant LLCApr 2023 to now
- Financial Advocates Investment Management (dba: Jps Newton)Sep 2011 to Apr 2023
- LPL Financial LLCJun 2010 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (OR).
Naviquant
Legal name: Naviquant Capital Management LLC
$199.3MAssets managed
181Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4521394
- Firm CRD
- 325236