Jane Liou Li
Investment adviser representative at Zevin Asset Management, LLC
16 yearsExperience
2 statesRegistered in
$1BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Zevin Asset Management, LLCJan 2020 to now
- Grace CapitalNov 2017 to Dec 2019
- Monarch Partners Asset ManagementFeb 2010 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Zevin Asset Management, LLC
$1BAssets managed
768Clients
4Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2928189
- Firm CRD
- 165269