Jane
Kearsey

The Ayco Company, L.P

CRD#5077224
Investment Advisor
in New York, NY

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About this Advisor

Jane Kearsey is a financial advisor based in New York, New York, working with The Ayco Company, L.P. Jane has previously held a position at The Ayco Company. Jane has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Jane is part of The Ayco Company, L.P, which operates out of New York, New York. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

200 West Street
New York, NY 10282

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

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

1,792

NY Average: 88
Total Number of Accounts

46,004

NY Average: 3,892
Average Account Size

$562,344

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jane Kearsey Work History

2014 - Present (10 years)

The Ayco Company

Disclosures

Please visit the SEC profile of Jane Kearsey 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 The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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