Jeffrey Rush

First Vice President, Wealth Advisor

Contact Me
Jeffrey Rush

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

Jeffrey Rush

Jeff has 17 years of wealth management experience built upon the foundation of exceptional client service, combined with comprehensive knowledge of some of the leading financial management tools and techniques. Jeff has extensive direct experience working with affluent clients in virtually every aspect of wealth management and he focuses on assisting people through the greatest change of their lives. Founders and executives of private and public companies, sports & entertainment professionals and their families rely on Jeff and his team to guide them through their transitions.

Jeff believes in finding balance between work and family and is dedicated to helping the community with the same passion he has for business and family. He serves on the Board of Visitors at his alma mater, Mary Institute and St. Louis Country Day School (MICDS) in St. Louis, Missouri and is a member of the Investment Management Consultants’ Association (IMCA), the Council of Urban Professionals (CUP), and the Association for Corporate Growth (ACG). Jeff is a frequent speaker on topics such as Pre & Post-Exit Planning for Owners of Closely-Held Businesses, Taking Control of Your Financial Life after Divorce, Raising Financially Savvy Kids and a number of other topics related to financial planning.

Jeff is a graduate of Boston University where he earned a full athletic scholarship and was captain of the NCAA Division I men’s swim team however these days he prefers cycling over the pool. Jeff lives in Los Angeles with his wife and their young daughter. 

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Alternative Investments
  • Business Succession Planning
  • Divorce Financial Analysis
  • Executive Financial Services
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Annuities
  • Life Insurance

BM/Supervisor; Securities Agent: AL, AZ, CA, CO, DC, FL, GA, HI, IL, MA, MD, MO, NJ, NY, OH, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1370995
CA License#: 0I46085


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

Client Service Team

Client Service Team

Debra J. Hess

Registered Client Service Associate


Location

Location

  • 9665 Wilshire Blvd.
  • Suite 600
  • Beverly Hills, CA 90212


    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    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

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Jeffrey Rush today.

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