Jane Li, financial advisor Boston MA

Jane Li

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for Jane L. Li
Phone Number: 617-742-6666
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    783
    MILLIONS
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $1,275,204
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, CT, FL, IL, LA, MA, MD, ME, MN, NH, NY, OH, PA, TX, VT, WA

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