Jane Li
Zevin Asset Management · Boston, Massachusetts
Jane Li is a fee-only financial advisor at Zevin Asset Management in Boston, Massachusetts. Jane focuses on sustainable & impact investing. Zevin Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Zevin Asset Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $1.02B across 769 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 2928189 |
| Exams passed | Series 65 (2020) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.zevin.com |
How Jane's firm compares
- Zevin Asset Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 769 accounts).
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Questions about Jane
Is Jane Li a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jane holds no broker registration, and Zevin Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jane charge for financial advice?
Jane's firm, Zevin Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jane Li based?
Jane Li is based in Boston, Massachusetts.
What does Jane specialize in?
Jane's specialties include sustainable & impact investing.
Is Jane Li registered with the SEC?
Yes. Jane Li is registered as an investment adviser representative in MA and TX (CRD 2928189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zevin Asset Management manage?
Zevin Asset Management reports $1.02B across 769 accounts in assets under management.
How do I contact Jane Li?
Through Jane's website, www.zevin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Zevin Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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