Jocelyn
Black
Better Money Decisions
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About this Advisor
Jocelyn Black is a financial advisor based in Santa Fe, New Mexico, working with Better Money Decisions. Jocelyn has previously held positions at Nationwide Investment Services Corporation, Nationwide Mutual Insurance Company, Clarifinancial LLC, State Of New Mexico, Greater Albuquerque Chamber Of Commerce, Strategy Financial Group, Better Money Decisions, LLC, and Nationwide Insurance Company. Jocelyn has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona and New Mexico. Currently, Jocelyn is part of Better Money Decisions, which operates out of Santa Fe, New Mexico. The firm has 8 offices and 8 employees. The firm manages assets totaling $271.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Better Money Decisions includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Better Money Decisions Brokerage Details
$271,903,360
8
276
$985,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jocelyn Black Work History
Better Money Decisions, LLC
Nationwide Investment Services Corporation
Strategy Financial Group
Strategy Financial Group
Clarifinancial LLC
Clarifinancial LLC
State Of New Mexico
Greater Albuquerque Chamber Of Commerce
Nationwide Mutual Insurance Company
Nationwide Insurance Company
Disclosures
Please visit the SEC profile of Jocelyn Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Better Money Decisions
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Midland, MI
Scottsdale, AZ
Santa Fe, NM
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