Jeff Chen

Financial Advisor

Contact Me
Jeff Chen

MY MISSION STATEMENT

Empowering the world’s innovators, pioneers, and difference-makers in finding financial freedom to change the world and their lives.

My Story and Services

Invest Differently

Time is the most limited resource of all.  I am dedicated to the hard working, friends & family loving, and passion driven individuals that help change the world for the better. 

My Services:

  • Giving you more time to spend with family, friends, and hobbies.
  • Achieving your financial goals such as home purchase, retirement, and travel.
  • Bringing relevant investment ideas and strategies to your fingertips.
I Am:
  • Passionate in investing, started managing my own portfolio at age 12.
  • Careful with your time, getting you back to family, friends, and passions.
  • Always learning more, uncovering new tools to achieve your goals.
  • A partner in life, I will be there for you day and night, weekday or weekend.

Services Include

  • Wealth Consulting
  • Retirement Planning
  • Exchange Traded Funds
  • Professional Portfolio Management
  • Alternative Investments

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1463085


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Professional Gamers

You are awesome for bringing people together into your community and building connections and friendships.  You’re building legitimacy for gaming as a career choice and paving the way for future competitors and content creators.

Building your own brand and business is a journey with pitfalls and setbacks.  If you are ready to take your investing game to the next step, send me an email at jeff.chen@morganstanley.com  

Unfortunate Truths:

  • If your money is in cash it is losing value every day from the gradual increase in the price of stuff you buy every day. 
  • If you are planning to hold your investments for a long time, you could be missing out on potential profit by not investing aggressively enough. 
  • If you are not using retirement accounts, you could be paying too much in taxes per year.


I Can:

  • Provide a growth plan for your hard earned savings, enabling you to focus on what you love to do, creating content and building your brand.
  • Help manage your taxes more efficiently.
  • Become your business partner and build your wealth from the ground up.
  • Be there for you, night and day, weekday and weekends.

Why Me:
  • Investing experience of over 20 years.
  • Analyzed and constructed dozens of portfolios tailored to each client.
  • Already working with top tier professional gamers.
  • Passionate in building long-term financial success for professional gamers.
  • Licensed Investment Advisor and registered in all 50 states.


Stock Compensation

You encounter unique challenges on a daily basis and provide personalized solutions at work, home, and everywhere in between.  Explore a more unique and personalized way of investing to achieve all your financial goals.


Addressing Unique Issues:

  • Lots of company stock?  I live and breathe Employee Stock Purchase, Restricted Stock, and Options. 
  • Not sure if you can retire?  I’ve evaluated hundreds of portfolios to determine if you can reach your retirement goals.
  • Don’t have time?  I condense and streamline advice in short meetings tailored to your schedule.

Expect More:

  • Invest in a personalized portfolio catered to your values and needs 
  • Explore unique investment ideas from the best investment managers.
  • Be there for you, night and day, weekday and weekends.


Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are suitable only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.

The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Principal value and return of an investment will fluctuate with changes in market conditions.

Investors should carefully consider the investment objectives and risks as well as charges and expenses of mutual funds and exchange traded funds (ETFs) before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other important information about the mutual funds and ETFs. Read the prospectus carefully before investing.

Options are not suitable for all investors.

Investors should not enter into options transactions until they have read and understood the disclosure document, as options are not suitable for every investor.

About Morgan Stanley

About Morgan Stanley:

  1. Morgan Stanley manages $1 Trillion in client money with a total of $2.3 trillion in total client assets at Morgan Stanley.
  2. Morgan Stanley manages the most amount of money in the industry for its clients.
  3. 1,400+ investment strategies monitored per year with 50+ analysts dedicated to reviewing managers.
  4. Dedicated teams of analysts in all categories of investment to bring the best investment options to you.

     


Location

Location

  • 2775 Sand Hill Road Suite 120
  • Menlo Park, CA 94025


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Jeff Chen today.

    Dow    82.66

    23675.64
    4:56PM

    Nasdaq    30.18

    6783.91
    5:15PM

    S&P 500    .22

    2546.16
    4:56PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    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.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures