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 Planning1
  • Exchange Traded Funds2
  • Professional Portfolio Management3
  • Alternative Investments4
Securities Agent: CA, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1463085
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Professional Gaming

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.
    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

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

        Location

        2775 Sand Hill Road
        Suite 120
        Menlo Park, CA 94025
        US
        Direct:
        (650) 926-7674(650) 926-7674
        From My Desk

        What to Do With Cash Jeff Chen Financial Advisor


        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.

        More from Morgan Stanley

        Consolidate Your Cash at a Competitive Rate

        Consolidate Your Cash at a Competitive Rate

        2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
        Learn more about Consolidate Your Cash at a Competitive Rate
        Morgan Stanley and Justin Rose: A Winning Team

        Morgan Stanley and Justin Rose: A Winning Team

        Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
        Learn more about Morgan Stanley and Justin Rose: A Winning Team
        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 Jeffrey Chen today.
        Market Information Delayed 20 Minutes
        1Morgan 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.

        2An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

        3Morgan 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.

        4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

        The 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: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

        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.

        Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

        The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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


        CRC 2019752 10/2018