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Jane Liou Li

ZEVIN ASSET MANAGEMENT, LLC·BOSTON, Massachusetts
Series 62, Series 65Clean record6 years registeredZEVIN ASSET MANAGEMENT, LLC
2 OLIVER STREET, BOSTON, MA 02109CRD# 2928189Firm CRD# 165269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jane Liou Li · BOSTON, MA
Registration
CRD #2928189 · ZEVIN ASSET MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

ZEVIN ASSET MANAGEMENT, LLC
Mar 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 62
Series 65
Registration record
First registered · March 3, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZEVIN ASSET MANAGEMENT, LLC
CRD 165269 · SEC 801-77093
AUM
$788M
Regulatory assets under management
Employees
14
640 client accounts
Services offered by ZEVIN ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ZEVIN ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jane Liou Li offer?
Jane Liou Li specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jane Liou Li's credentials?
Jane Liou Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Liou Li located?
Jane Liou Li is based in BOSTON, Massachusetts, working with ZEVIN ASSET MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jane Liou Li charge for services?
Jane Liou Li's firm is compensated through percentage of aum, hourly charges, other: advisory services to employee trustees. trustees pay zam fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZEVIN ASSET MANAGEMENT, LLC?
ZEVIN ASSET MANAGEMENT, LLC has approximately 14 employees and manages $788M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZEVIN ASSET MANAGEMENT, LLC

Steven Andrew Dray
BOSTON, MA
Robert Brooke Zevin
BOSTON, MA
Amber Lynn Fairbanks
BOSTON, MA
Benjamin Crocker Lovell
BOSTON, MA

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Research
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