Jocelyn Servignat
Advisor at NaviQuant
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jocelyn Servignat is a financial advisor at NaviQuant with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Financial Advocates Investment Management and LPL Financial. Outside of advising, she is an owner and manager of a real estate rental property. NaviQuant provides financial planning, discretionary asset management, and retirement-plan advisory services to individuals, plan sponsors, and institutional clients. The firm employs an evidence-based investment approach combining quantitative momentum-based asset allocation with long-term passive and active strategies, and it manages collective investment trusts as well as offering pension consulting and participant education.
Client services
Based on NaviQuant
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on NaviQuant
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Fee options
Project-Based Financial Plan fees typically range from $3,000 to $6,000, fixed fee based on complexity.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $10,000,000: 0.75% $10,000,000+: 0.65%
Commission earned on recommended insurance products if purchased, via licensed insurance agents who are also investment adviser representatives.
$300/hour for Financial Planning Services if engaged on a project basis.
Account minimum: $500,000
Location
Vancouver, WA
Most active in
Jocelyn S has reported serving >5 clients in these states in the last 12 months.
Oregon
Work history
Naviquant LLC
2023 - Present (3 years)
Financial Advocates Investment Management (DBA: JPS Newton)
2011 - 2023 (12 years)
LPL Financial
2010 - 2023 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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