Jane L. Li
Professional summary
Jane Liou Li, who also goes by Jane Yu Liou, is a registered financial advisor currently at ZEVIN ASSET MANAGEMENT, LLC located in Boston, Massachusetts.
Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jane has worked at 2 firms and has passed the Series 65 and Series 62 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jane Liou Li's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 3, 2020 - Present
ZEVIN ASSET MANAGEMENT, LLC
Office #1: 2 Oliver Street Suite 806, Boston, MA 02109August 27, 1997 - July 7, 1999
GOLDMAN SACHS & CO. LLC
Primary Firm SEC Registration
ZEVIN ASSET MANAGEMENT, LLC
CRD#: 165269 / SEC#: 801-77093
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/3/2020)
(6/13/2022)
Exams
Series 62
Date: 8/26/1997
Corporate Securities Limited Representative ExaminationCurrent Firm
ZEVIN ASSET MANAGEMENT, LLC
CRD#: 165269 / SEC#: 801-77093
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 892,943,116 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 | ||
| 04/17/2024 | ||
| 04/05/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ZEVIN ASSET MANAGEMENT, LLC
CRD#: 165269Boston, MA 02109TRUST BUT VERIFY
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