Jocelyn Pierre Andre Servignat

Current Employers

Naviquant

Lake Oswego, OR • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2023-04-27

OR RA
APPROVED

Since 2023-04-27

Branch Locations

Lake Oswego, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Tigard	OR	06/2010	04/2023
Financial Advocates Investment Management (Dba: Jps Newton)	Tigard	OR	09/2011	04/2023
Naviquant Llc	Portland	OR	04/2023	Present

06/2010 → 04/2023

Lpl Financial Llc

Tigard, OR
09/2011 → 04/2023

Financial Advocates Investment Management (Dba: Jps Newton)

Tigard, OR
04/2023 → Present

Naviquant Llc

Portland, OR

Previous Registrations

2011-09-12 → 2023-05-02

Financial Advocates Investment Management

Olympia, WA

Tigard, OR
2010-06-11 → 2013-03-27

Lpl Financial Llc

Tigard, OR

Wilsonville, OR

Olympia, WA
2009-12-02 → 2010-07-09

Transamerica Financial Advisors, Llc

Tigard, OR

Tigard, OR

Stayton, OR

Other Businesses

Name: Jocelyn Servignat. Investment-Related: No. Address: Sherwood, OR 97140. Nature: Real Estate Rental. Position: Owner, Manager. Start Date: 04/01/2022. Approximate hours per month: 1 hour total, 1hour during trading hours. Duties: Owner and manager of real estate rental property.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-07-05
S63	Uniform Securities Agent State Law Examination	2002-04-15

S65 Uniform Investment Adviser Law Examination

2005-07-05
S63 Uniform Securities Agent State Law Examination

2002-04-15

Other Names

Jolelyn Servignat
Jocelyn Servignat
Jocelyn Servignat

View on SEC IAPD