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Jane Ochsman Rowny

Investment Adviser Representative at MBI LLC

CRD #5771500Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
3 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jane Ochsman Rowny has worked in the securities industry since 2010. They are registered to provide investment advisory services in District of Columbia, Maryland, and Virginia.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
District of ColumbiaMarylandVirginia

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $750,000
$750,001 - $1,250,0000.90%
$1,250,001 - $2,500,0000.80%
$2,500,001 - $3,750,0000.70%
$3,750,001 - $5,000,0000.60%
$5,000,001 - $10,000,0000.50%
$10,000,001 and above
Source

MBI LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COUNCILOR WEALTH LLCCurrent
10/8/2014
MAY & BARNHARD, PC
3/29/201012/14/2018Bethesda, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MBI LLC

9 other advisors in the directory

View MBI LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jane Ochsman Rowny has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jane Ochsman Rowny - Financial Advisor | AdvisorFinder