Jocelyn Kim

Jocelyn Kim Jocelyn Kim, APMA® CRPC® CLTC® CPFA® | Registered Principal | Chief of Staff, MassMutual Atlantic | Anchored in Christ · Rooted in Integrity Anchored in Christ.

I work at the intersection of financial precision and human purpose — bringing structure, integrity, and clarity to the complex world of wealth management and regulatory compliance. With over three decades of experience across financial services, I currently serve as Chief of Staff and Agency Supervisory Officer at MassMutual Atlantic, where I lead regulatory governance, operational infrastructure

, and strategic oversight for a premier wealth management practice. But the foundation beneath all of this was laid long before the titles. My journey began in entrepreneurship, in leadership, and in seasons of stillness that quietly reframed everything. God used those moments not as disruptions, but as invitations — to lead from rest, build from faith, and serve with less striving and more care. Today I move at the intersection of faith and function. I believe strategy and structure can carry grace. That every conversation and every decision is an opportunity to bring light and clarity. My mission remains steady: to lead with excellence, serve with compassion, and point beyond myself. Built for purpose.

📞 Voice: 703-945-6102 | 📱 Text: 703-218-6710 | ✉️ [email protected]

Jocelyn Kim is a Registered Principal and Investment Adviser Representative of MML Investors Services, LLC, Member SIPC. OSJ: 3975 Fair Ridge Dr, Ste 315N, Fairfax, VA 22033

OSJ: 3975 Fair Ridge Dr, Ste 315N, Fairfax, VA 22033 | (703) 218-6700

Home Office: 1295 State Street, Springfield, MA 01111

11/04/2024

Concerned about how medical costs could impact your retirement savings? Thinking differently about how you use your HSA now could pay off in the future. Find tips for retiring with confidence at http://spr.ly/6185qjsG5.

11/04/2024

Benefits enrollment is coming soon. Learn to decode your 401(k) statement and ensure you're on track for retirement.

09/19/2024

APMA™ designees have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. With hands-on practice in analyzing investment policy statements, building portfolios, a...

08/19/2024

Individuals who hold the CRPC™ designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-o...

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3975 Fair Ridge Drive, Suite 315N
Fairfax, VA
22033

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