Raymond James Investment Services
Jocelyn M. is an experienced compliance professional currently serving as Compliance Manager at Raymond James Investment Services since June 2023. Previously, Jocelyn held positions as Compliance and Governance Manager and Compliance Executive at Timothy James & Partners Ltd from December 2021 to April 2023, and as Risk and Control specialist at Quilter from August 2019 to December 2021. Jocelyn's career also includes roles as a Paraplanner at Old Mutual Wealth Private Client Advisers and Quilter Private Client Advisers, and various support positions in financial services. Educational credentials include a Bachelor of Applied Science in Biochemistry from Queen Mary University of London and multiple certifications from the Chartered Insurance Institute, including qualifications in Equity Release, Mortgage Advice, and Regulated Financial Planning.
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Raymond James Investment Services
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. We are committed to helping individuals achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper. Raymond James currently supports over 100 independent practices – a mix of private client investment managers, wealth managers and investment-oriented financial planners located throughout the UK. Our US parent company, Raymond James Financial, was established in 1962. It has $1.45tn assets under administration and supports approx. 8,700 wealth managers. Follow us for the latest news and opportunities in wealth management, or visit our website for more information. Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. All information is correct as at 31 March 2024.