Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Jane Bunch
Financial advisor at Revalue
Jane Bunch is a fiduciary financial advisor in New York, New York, with 2 years in the industry. Jane joined Revalue in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Revalue reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeNew York, NY
FirmRevalue
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$369,533
Advisors at the firm4
States licensed ?1 state
Services through Revalue
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowRevalue LLCCurrent firm
- Jan 2025 – Dec 2025Revalue LLCPreviously
Contact Jane
(888) 642-2728Firm headquarters in Grand Rapids, MI. Ask for Jane. New York, NYOffice · Get directions YouTube channelRevalueIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jane
Tailored to Jane’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Revalue at (888) 642-2728 and ask for Jane Bunch. Jane works from the New York, NY office.
How long has Jane been a financial advisor?
Jane has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jane hold?
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?
Revalue reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. 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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