JR
JR

Jane Rojas

42 Years of Experience
Tucson, AZ
1 DisclosureBroker

Jane Rojas is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

7175 North Pima Canyon Drive, Tucson, AZ, 85718

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History

Regulatory History (1)
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Regulatory
April 2021
Final
Other Business Activities

Jane is the president of the Tucson Professional Chapter of the Association of Latino Professionals in Finance and Accounting since 2007. She also owns and manages multiple real estate properties through MJM Rojas Properties, LLC and Inc, dedicating minimal time outside of business hours to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
UBS International INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
UBS Financial Services INC.
August 2007 - May 2008 · 9 mos
UBS Financial Services INC.Broker
January 2006 - May 2008 · 2 yrs 4 mos
Wachovia Securities, LLC
August 2005 - January 2006 · 5 mos
Wachovia Securities, LLCBroker
September 1990 - January 2006 · 15 yrs 4 mos
Boettcher & Company, INC.Broker
April 1983 - September 1990 · 7 yrs 5 mos
State Registrations33 states
ALAZCACOCTDEFLGAHIIAIDILINKSKYMIMOMSNCNJNMNVNYOHOKORPASCSDTXVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.