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Jane Stevens

13 Years of Experience
Portland, ME
1 DisclosureBrokerSells Insurance

Jane Stevens is a registered investment advisor at Morgan Stanley, based in Portland, ME, with 13 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

100 Middle Street, 3rd Floor, Portland, ME, 04101

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History

Regulatory History (1)
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Customer Dispute
February 2016
Closed-No Action
Other Business ActivitiesSells Insurance

Jane earns commissions from various insurance companies for selling non-variable life, health, annuity, and disability income insurance products. She is also a joint property owner, partner in a retail/online store, and has roles with Northwestern Mutual, Crump Life Insurance Services, and Petersen International Underwriters, dedicating minimal time outside business hours to these activities.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
October 2015 - February 2017 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
February 2013 - February 2022 · 9 yrs
State Registrations35 states
ALAZCACOCTDCDEFLGAHIIDILINMAMDMEMIMNMONCNHNJNMNYOHORPARISCSDTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.