Matthew Joslin

Current Employers

Laguna Investments Llc

8 Whalers Bluff, Newport Coast, CA 92657 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-14

CA RA
APPROVED

Since 2026-07-14

Branch Locations

Newport Coast, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Charles Schwab	Laguna Beach	CA	03/2021	09/2022
Fidelity Investments	Boston	MA	06/2012	03/2021
Rocket Companies	Laguna Beach	CA	09/2022	11/2025
Laguna Investment Funds, Llc	Laguna Beach	CA	09/2022	Present
Laguna Investments Llc	Laguna Beach	CA	03/2026	Present

03/2021 → 09/2022

Charles Schwab

Laguna Beach, CA
06/2012 → 03/2021

Fidelity Investments

Boston, MA
09/2022 → 11/2025

Rocket Companies

Laguna Beach, CA
09/2022 → Present

Laguna Investment Funds, Llc

Laguna Beach, CA
03/2026 → Present

Laguna Investments Llc

Laguna Beach, CA

Other Businesses

Name: Laguna Investment Funds, LLC Not investment related Address: 8 Whaler Bluff, Newport Coast, CA 92657, USA Nature: Hedge Fund general partner firm Position: Manager Title: Manager, 50% owner Start date: 09/2022 Approximate number of hours/month: 20 hours Duty: communication with investors, manage the daily operation of the hedge fund

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-03

S65 Uniform Investment Adviser Law Examination

2026-04-03

Other Names

Matthew Martin Joslin
Matthew Joslin

View on SEC IAPD