Investment adviser representative · Polymita Wealth Management LLC
Jocelyn Rucker
CRD 8297834 · Santa Rosa, CA
At a glance
Jocelyn Rucker is an investment adviser representative with Polymita Wealth Management LLC in Santa Rosa, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Polymita Wealth Management LLCSince July 2026Santa Rosa, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jocelyn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Polymita Wealth Management LLC
Every advisor at Polymita Wealth Management LLC →Financial advisors in Santa Rosa, CA →Advisor Moves: who changed firms this week →