RIA Intel›Advisers›California›JOSLIN, JEFFREY ALEX

JOSLIN, JEFFREY ALEX

Advisory

HUNTINGTON BEACH, CA

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in CA

#3,485

of 5,480 advisers by AUM

Average account

$512K

across 96 accounts

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$49M

Discretionary AUM$0

Non-Discretionary AUM$49M

Discretionary %0%

Total Clients96

Team

Total Employees3

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

96 clients

The full client-type breakdown and the share of AUM each category represents.

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