The Capitol Won Group

The Capitol Won Group at Morgan Stanley is a comprehensive family wealth management practice based out of Sacramento, California and extends nationwide.  Our team has developed and refined a process to help successful families, friends, and individual investors put all the pieces of their financial puzzle together.  It is a dynamic process that adapts as lives unfold and needs evolve.   At the Capitol Won Group, we strive to make working toward your financial goals as simple and enjoyable as possible, saving you time and worry over future financial concerns and letting you get back to doing things you love the most.Our team takes pride in our client services in hopes to build ever-lasting legacies and client relationships for life.  Our specific business model of financial planning and portfolio construction, allow us to tailor your portfolio towards your goals and needs.  As your life reaches different milestones and changes over time, we will continuously review your financial plan and reallocate the portfolio.  As a Capitol Won Group client, you will not have just one person working for you.  You will have your very own team of individuals working for you and your best interest.   Some of the items that we have for our clients are monthly email updates, Morgan Stanley research, banking and lending opportunities, financial planning, and open communication.  We believe that the pro-active approach to our clients help with any concern you will have on the market.
Services Include
  • Professional Portfolio Management1
  • Wealth Management2
  • Wealth Planning3
  • Retirement Planning4
  • 401(k) Rollovers
  • Financial Planning5
  • Philanthropic Management6
  • UGMA/UTMA7
  • Trust Accounts8
  • Business Planning9
  • Syndicate10
  • Long Term Care Insurance11
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Capitol Won Group Documents are documents that we recommend everyone to read.
    Capitol Won Group Forms are documents that are frequently needed by clients. The forms here can easily be completed and emailed to the team's email, capitolwongroup@morganstanley.com.
    FTS is an eight week seminar series given by Jeff to any college students interested in learning about the stock market. The material is series 7 based and how it translates to the real world of the global markets.

    FTS is a first-come first-serve seminar series for college students. There is no internship, sponsorship, or any other affiliation with Morgan Stanley. It is also not resume or Linked In eligible. Those interested in attending should email capitolwongroup2@morganstanley.com

    Location

    400 Capitol Mall
    Suite 1900
    Sacramento, CA 95814
    US
    Direct:
    (916) 341-7646(916) 341-7646
    Toll Free:
    (800) 755-8041(800) 755-8041

    Meet Capitol Won Group

    About Me

    Jeff is our founder and leader of the Capitol Won Group.  Jeff began his career over thirty years ago when the firm was known as Dean Witter.  He’s seen all of the firm’s transitions over the three decades to the global wealth giant, Morgan Stanley.   Jeff is the team’s Portfolio Management Director and builds all of the clients portfolio through his vigorous daily quantitative, fundamental, and qualitative analysis.  Jeff is the first one in the office, and one of the last ones out. 

    CA Insurance # 0A37991
    Securities Agent: AL, AZ, CA, CO, DC, DE, FL, GA, HI, KY, MD, MI, MO, NC, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1270152

    About Me

    Jason began his career at Morgan Stanley over four years ago as a Consulting Group Analyst for Graystone Consulting Group.  He later transitioned to learn the operation side of the business as a Client Service Associate.  In 2015, Jason later earned his series 7 and 66 licenses and transitioned to Financial Advisor.  He is one of the founding members of The Capitol Won Group and currently handles the team’s financial planning, marketing, and servicing.   

    CA Insurance # 0L50817
    Securities Agent: AL, AZ, CA, CO, DC, DE, FL, GA, HI, KY, MD, MI, MO, NC, NJ, NM, NV, NY, OR, PA, SC, TX, VA, WA, WI, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1487152

    About Me

    Josefina began her career at Morgan Stanley over ten years ago and has worked alongside Jeff for the last eight.  She has worked multiple positions within the Sacramento branch and is the team’s backbone in client services and client operations.  She also holds her series 9 and 10 license and monitors the operations of the team.

    CA Insurance # 0F96219

    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Capitol Won Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    10Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

    11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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


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