Jason Sadeghbeigi
My Mission Statement
ABOUT JASON SADEGHBEIGI
Jason’s approach is holistic by design. He views wealth management as far more than investment management: it is coordinating across estate planning considerations, connecting clients with the right resources, and serving as a steady advocate and guide as priorities evolve over time. He believes the most meaningful value often comes from being the “connector” and the constant—aiming to help ensure clients have access to the breadth of capabilities and personnel that can help protect what they’ve built and position the next chapter with intention.
Over the course of 15 years in wealth management, Jason has built experience across multiple leading firms and alongside highly sophisticated clients. While studying finance at The University of Texas at Austin, he began his career as a summer analyst at Goldman Sachs. He then joined J.P. Morgan Private Bank in Los Angeles, helping cover a significant book of business that included billionaire clients, before gaining additional experience at Merrill and Citi. At Citi, he was responsible for building out the private bank’s presence in Austin, which further connected him to the region’s strong entrepreneur and business-owner community—an audience he continues to serve today.
Jason is a proud first-generation American, raised by immigrant parents from Germany and Persia. Watching his parents navigate the challenges of building a life in the United States shaped his deep appreciation for hard work, opportunity, and the importance of having the right people in your corner. That personal perspective contributes to his natural alignment with successful immigrant business owners and first-generation wealth creators—clients who value trust, loyalty, and practical guidance from someone who understands what it means to build from the ground up.
He holds the FINRA Series 7, 63, and 65 licenses, speaks fluent German, and is a dual citizen. Jason earned his B.B.A. in Finance from The University of Texas at Austin.
Outside the office, Jason remains active in the Austin community. He serves on the board of the Texas McCombs School of Business Alumni Relations and mentors students through the Westlake High School Entrepreneurship & Enterprise Program—commitments that reflect his belief in fostering the next generation of entrepreneurs and leaders. When he isn’t working with clients, he enjoys traveling, exploring new restaurants, and running around Town Lake—along with being a devoted Longhorn and Houston sports fan.
A PROCESS BUILT ON STRUCTURE
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Working with your tax and legal advisors, I help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, I analyze the impact of taxes and trading costs on potential returns.
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
In coordination with your other advisors, I can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
PLAN WITH CONFIDENCE
Jason is dedicated to providing a comprehensive suite of services tailored to meet the diverse needs of his clients. His approach is rooted in treating clients like family, offering a white-glove experience that encompasses every aspect of your financial journey. By leveraging Morgan Stanley's world-class investment management and private banking services, Jason is committed to helping you create and preserve wealth, ensuring that your financial strategies are as innovative and forward-thinking as your business endeavors. Whether you are an early-stage startup founder or a seasoned investor, Jason is here to guide you through every stage of your financial journey, providing the experience and support you need to achieve your long-term goals.
- How should I think about investments in the context of my estate plan, tax situation, and anticipated spending?
- What is the appropriate asset allocation that balances risk vs reward and which will best help me achieve my goals?
- What choices do I have with respect to my stock options and shares?
- What decisions can I make today to improve my wealth over time?
- How can I find high-quality emerging managers?
- How do I identify leading managers across my entire asset allocation?
- Are the fees I am being charged worth the services I am receiving?
- Advisory Services
- Giving Assistance
- Connections
- Tacvel & Concierge Services
- Health & Security Advisory
- Personal Enrichment
- Tangible Asset Management
- Financial Administration
This slide deck provides more information about Morgan Stanley's suite of Family Office Resources, touching upon the complex, multigenerational wealth management issues of high-net-worth families like yours, the evolution of your family's needs, and the moving parts to consider when putting the foundational elements in place.
Jason can work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors. Learn more in the slide deck below.
This slide deck covers some of the ways our Family Office specialists can help out with your financial planning needs. Take a look for additional clarity on the following questions:
Take a look at the following deck for additional clarity on some important questions to consider for your wealth management journey:
Use this document to better understand how Family Office Resources can help with your Philanthropy Management strategy. Specifically, learn more about the following:
Check out this one pager covering some of our lifestyle solutions, from every day to extraordinary aspects of your life:
PURSUING YOUR GOALS, TOGETHER
Jason offers an extensive array of wealth planning services meticulously designed to cater to the distinct needs of his clients. Jason provides strategic guidance and tailored solutions to help these clients navigate the complexities of financial planning, equity management, and capital raising. Additionally, Jason is adept at crafting monetization strategies that align with the long-term goals of founders and executives, ensuring that they can effectively capitalize on their business ventures.
For young high earners, Jason delivers sophisticated strategies to help manage and grow their wealth effectively, taking into account the unique challenges and opportunities faced by this demographic. This includes personalized investment strategies, tax-efficient wealth management plans, and estate planning services that are designed to preserve and enhance wealth over time. Jason also offers guidance on managing concentrated stock positions and provides access to a range of lending solutions to support both personal and business financial objectives. By leveraging Morgan Stanley's world-class resources and experience, Jason is committed to empowering clients to achieve their financial aspirations.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth.
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
As a successful corporate executive, you face unique challenges. Morgan Stanley offers services designed for executives like you, helping you make more informed choices and manage your wealth more effectively.
Equity awards are a recognition of your executives' hard work. Let's help put them to good use. Leveraging an innovative analysis platform, Jason provides strategy and perspective to help your leaders maximize the impact of their equity.
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed quarterly or specific blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designed to address these issues. By utilizing a 10b5-1 plan, you can gain an affirmative defense against claims of insider trading. Your plan can include tailored trading schedules that coordinates with your personal need for liquidity and your own timing requirements.
MODERN WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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, charitable giving, philanthropic 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.
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