Jocelyn Servignat
Naviquant · Lake Oswego, Oregon
Jocelyn Servignat is a fee-only financial advisor at Naviquant in Lake Oswego, Oregon. Jocelyn charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (a $500,000 asset minimum).
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Facts
| Firm | Naviquant |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $199.3M across 190 accounts |
| SEC registration | Investment adviser representative in OR · CRD 4521394 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | naviquant.com |
| Profile |
How Jocelyn's firm compares
- Naviquant's average account is about $1.0 million, from its Form ADV (assets managed divided by 190 accounts).
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Questions about Jocelyn
Is Jocelyn Servignat a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jocelyn holds no broker registration, and Naviquant reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jocelyn charge for financial advice?
Jocelyn charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Jocelyn charge?
According to Naviquant's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Jocelyn Servignat based?
Jocelyn Servignat is based in Lake Oswego, Oregon.
Is Jocelyn Servignat registered with the SEC?
Yes. Jocelyn Servignat is registered as an investment adviser representative in OR (CRD 4521394), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Naviquant manage?
Naviquant reports $199.3M across 190 accounts in assets under management.
How do I contact Jocelyn Servignat?
Through Jocelyn's website, naviquant.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Naviquant website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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