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Advisors / Illinois / Chicago
33yrs

Jane Doyle

Financial advisor at Oppenheimer & Co.

Based in Chicago, Illinois, Jane Doyle is a fiduciary financial advisor with 33 years of industry experience. Jane joined Oppenheimer & Co. in 2005, after eight years at Morgan Stanley DW. Jane holds the CFP® designation.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60661CFP®Top 10% by experience in ChicagoFiduciary advisor
Call the officeDirections

At a glance

Experience33 years (since 1994)
How that compares ?Top 10% by experience in Chicago
Office500 West Madison Suite 3800, Chicago, IL 60661
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state

Services through Oppenheimer & Co.

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2005 – now
  2. 1998 – 2005
    Morgan Stanley DW Inc.Previously

Questions to ask Jane

Tailored to Jane’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jane

How do I contact Jane?

Call Jane’s local office at (312) 360-5654 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Jane Doyle.

How long has Jane been a financial advisor?

Jane has been in the industry since 1994, about 33 years. Top 10% by experience in Chicago.

What licenses does Jane hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jane a fiduciary?

Jane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jane paid?

Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jane for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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