Jane
Stevens

Morgan Stanley

CRD#6118506
Investment Advisor
in Portland, ME

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About this Advisor

Jane Stevens is a financial advisor who works out of Portland, Maine, with a total of 1 year of industry experience. Stevens is an employee of Morgan Stanley. Stevens has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Stevens holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Maine and Texas. Morgan Stanley is a registered investment business that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It controls $1 trillion in assets among its 2,233,188 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on which service is offered. Fee types charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

100 Middle Street
Portland, ME 04101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

ME Average: $7,464,549,021
Total Number of Employees

28,000

ME Average: 88
Total Number of Accounts

2,233,188

ME Average: 3,892
Average Account Size

$530,659

ME Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jane Stevens Work History

Jane has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2022 - Present (2 years)

Morgan Stanley Private Bank, N.A

2016 - 2022 (6 years)

Northwestern Mutual Wealth Management Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services, LLC

2013 - 2022 (9 years)

Northwestern Mutual Investment Services, LLC

2012 - 2022 (10 years)

Northwestern Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jane Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Margret Birch
Oak Brook, IL
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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