Jane LiCRD Number: 2928189
Current Firm: Zevin Asset Management, LLC
Jane Li (CRD# 2928189) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Zevin Asset Management, LLC||Boston, MA||Jan 2020 - Current||3|
|Grace Capital||Quincy, MA||Nov 2017 - Dec 2019||2|
|Monarch Partners Asset Management||Boston, MA||Feb 2010 - Oct 2017||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management783MILLIONS
Total Number of Accounts614ACCOUNTS
Average Account Value$1,275,204
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, FL, IL, LA, MA, MD, ME, MN, NH, NY, OH, PA, TX, VT, WA
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