Jane Kuntz

Jane Kuntz

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location of Jane KuntzGreater Philadelphia

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  • Timeline

  • About me

    Financial Advisor and Financial Planning Specialist with The Kuntz Team at Morgan Stanley

  • Education

    • Drexel University's LeBow College of Business

      2019 - 2021
      Master of Business Administration - MBA Marketing, Leadership
    • Lafayette College

      2011 - 2015
      Bachelor of Arts - BA Psychology, Spanish

      Activities and Societies: Division I Varsity Swim Team (Team Captain), Oaks Leadership Academy, Alpha Phi, Phi Beta Kappa, Psi Chi (International Honor Society in Psychology), Sigma Delta Pi (National Collegiate Hispanic Honor Society), Sigma Xi (Scientific Research Honor Society)

  • Experience

    • Lafayette College

      Aug 2014 - May 2015

      Lafayette College Kids Lab

      • Social Media Intern

        Jan 2015 - May 2015
      • Writing Associate (Spanish)

        Aug 2014 - May 2015
      • Research Assistant (Psychology)

        Aug 2014 - May 2015
    • GlobalData Plc

      Aug 2015 - Feb 2018
      • Director of Client Services and Sales (Wealth Suite)

        Nov 2016 - Feb 2018
      • Client Relationship Manager (Wealth Suite)

        Aug 2015 - Nov 2016
    • The Agnes Irwin School

      Nov 2017 - Feb 2018
      Assistant Coach, Varsity Swim Team
    • Drexel University's LeBow College of Business

      Feb 2018 - Jul 2022
      • Assistant Director, Experiential Learning

        Jun 2022 - Jul 2022
      • Program Manager, Experiential Learning

        Jan 2021 - Jun 2022
      • Program Coordinator, Experiential Learning

        Feb 2018 - Jan 2021
    • University of Pennsylvania Graduate School of Education

      Jul 2022 - Aug 2023
      Associate Director, Innovative Programs
    • Morgan Stanley

      Sept 2023 - now

      ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 2551773 Show less

      • Financial Advisor, Financial Planning Specialist

        Jan 2024 - now
      • Financial Advisor Associate

        Sept 2023 - Dec 2023
  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Sept 2023
    • Series 31

      National Futures Association
      Jan 2024
    • Series 66

      NASAA
      Nov 2023
    • Building an Inclusive Culture

      Drexel University's LeBow College of Business
      Dec 2021
      View certificate certificate
    • Career Essentials in Project Management

      Microsoft
      Feb 2023
      View certificate certificate
    • Financial Planning Specialist

      College for Financial Planning
      Nov 2023
    • Understanding Power and Privilege

      Drexel University's LeBow College of Business
      Nov 2021
      View certificate certificate
    • Series 7

      FINRA
      Oct 2023
    • Insurance Producer

      Pennsylvania Insurance Department
      Dec 2023
  • Honors & Awards

    • Awarded to Jane Kuntz
      2025 Pacesetter's Club - Feb 2025 Morgan Stanley's Pacesetter's Club is a global recognition program for Financial Advisors who, early in their careers, have demonstrated the highest professional standards and first-class client service. https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Jane Kuntz
      summa cum laude - May 2015 3.88 GPA
    • Awarded to Jane Kuntz
      Phi Beta Kappa - May 2014 The Phi Beta Kappa Society is the nation's most prestigious academic honor society, celebrating excellence in the liberal arts and sciences since 1776.
  • Volunteer Experience

    • InvestWrite™ Judge

      Issued by SIFMA Foundation on Apr 2024
      SIFMA FoundationAssociated with Jane Kuntz