About Jane Rojas
Jane L. Rojas
Executive Director - Wealth Management
Financial Advisor, Family Wealth Director
Jane has dedicated her entire career to serving the financial needs of individuals, families and small business owners in the Tucson area and across the southwest. Her comprehensive approach includes a thorough planning process, customized strategic solutions and a commitment to building deep and longstanding relationships with her clients.
Over the past 40 years, Jane has focused on financial literacy, a cornerstone of her dynamic wealth management practice. A graduate of the University of Arizona, where she earned her B.A. and M.B.A. degrees, Jane is a passionate alumni committed to diversity initiatives, with an emphasis on Latinos and women. She served for years as the Chairperson of the University’s Advisory Board at the Norton School of Family and Consumer Sciences, and she is still on the board, and she is an active member of school’s Take Charge America Institute. She also set up a family foundation to sponsor financial literacy programs for Latinos at the University.
Jane’s commitment to financial literacy and diversity can be recognized through many other industry and community activities. Throughout her career, she has been invited to speak at the Barron's Top Advisors Diversity Summit and the Hispanic Women’s Corporation Conventions. She served as the President of Association of Latino Professional for America (ALPFA’s) Tucson Professional Chapter from 2005 through 2016 and continues to work closely with the University of Arizona’s ALPFA Student Chapter. ALPFA is the largest Latino association for business professionals and students across America with about 100,000 members. Jane taught financial educational classes for more than 25 years and was on the boards of both the Sahuaro Girl Scout Council and Community Foundation for Southern Arizona Board. In 2012, Jane was named Chair of Morgan Stanley’s National Diversity Council after being part of the firm’s Women’s and Multicultural Employee Networking Groups.
For her experience and dedication to her clients and her community, Jane has received numerous distinctions and professional accolades. Most recently in 2021, 2020, 2019, and 2018 Jane was named in Forbes Magazine's List of America's Best - in - State Wealth Advisors. In 2017, Jane was named to Forbes’ “America’s Top Women Advisors” list. In 2015, she was named to the Financial Times “400 Top Advisors.” She has also been named to Barron’s “Top 1200” Advisers lists for many years. Morgan Stanley honored her as a 2016 MAKER – a national acclaimed honor for top women at the firm and named her to the firm’s Masters Club every year from 2012-2021. All of these awards recognize Jane’s excellence, professionalism and dedication to meeting the specific needs of her clients.
A native of Southern Arizona, Jane and her husband, Martin, currently live in Tucson. They have two daughters in the financial services industry, both working on her Team at Morgan Stanley - Michele and Selina (who is Jane’s junior partner). When Jane is not working directly with clients or guiding the many organizations she supports, you can find her spending quality time with family, her many animals, friends and fellow UA alumni. Favorite leisure activities include water sports, Pilates, and yoga.
MAKERS is a television and digital video initiative by PBS and AOL that aims to be the largest collection of women’s stories ever assembled. Morgan Stanley Wealth Management is a founding partner of MAKERS@, which encourages corporations to celebrate and acknowledge their leading women employees. For more information, go to www.makers.com
Securities Agent: CT, DE, FL, HI, IA, ID, IL, KS, ME, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, CO, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
Disclosures:
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2019-2022. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2016) Data compiled by SHOOK Research LLC based on time period from 6/30/15 - 6/30/16.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Securities Agent: OH, OR, OK, CA, AL, SD, NM, HI, GA, TX, KS, WI, NY, NJ, MI, IL, NC, ID, IA, VT, PA, MO, KY, CT, WA, SC, DE, CO, NV, MS, FL, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279011
CA Insurance License #: 0B43560