Jeff Chen
Financial Advisor
Direct:
(650) 926-7674(650) 926-7674
My Mission Statement
Empowering the worlds innovators, pioneers, and difference-makers in finding financial freedom to change the world and their lives.
Invest Differently
What I love most about being a Financial Advisor is helping my clients set and achieve their financial goals. Maybe it’s because I’m a planner by nature or maybe it’s because of my long-term interest in finance. Either way, I have a deep passion for educating people about their money and helping them make smarter decisions about their long-term wealth.
Growing up in Palo Alto, I had two main interests: learning about the markets and playing video games. I was fortunate to find a profession that incorporates both. I became a Financial Advisor and focus my practice on helping professional gamers reach new levels of financial success. I also help them understand and overcome some unfortunate truths:
1. If you hold your money in cash, you can lose value simply from the gradual increase in the price of stuff you buy every day.
2. If you hold your investments for a long period of time, you can miss out on potential profit by not investing aggressively enough.
3. If you are not using retirement accounts, you could be paying too much in taxes every year.
As your Financial Advisor, I can:
- Develop a financial plan for your hard-earned savings, freeing you to focus on what you love to do, creating content and building your brand.
- Help you manage taxes more efficiently.
- Help build your wealth from the ground up.
- Be there for you when you need me.
At The Stonewall Group at Morgan Stanley, we are dedicated to helping you understand your total financial picture, so you can focus on what you do best. In other words, we simplify the money challenges you face and set you on a path to achieving your goals.
To learn more about our practice, please call me directly at (650) 926-7674 or visit our website at https://advisor.morganstanley.com/the-stonewall-group.
NMLS#: 1463085
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan 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 matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
Growing up in Palo Alto, I had two main interests: learning about the markets and playing video games. I was fortunate to find a profession that incorporates both. I became a Financial Advisor and focus my practice on helping professional gamers reach new levels of financial success. I also help them understand and overcome some unfortunate truths:
1. If you hold your money in cash, you can lose value simply from the gradual increase in the price of stuff you buy every day.
2. If you hold your investments for a long period of time, you can miss out on potential profit by not investing aggressively enough.
3. If you are not using retirement accounts, you could be paying too much in taxes every year.
As your Financial Advisor, I can:
- Develop a financial plan for your hard-earned savings, freeing you to focus on what you love to do, creating content and building your brand.
- Help you manage taxes more efficiently.
- Help build your wealth from the ground up.
- Be there for you when you need me.
At The Stonewall Group at Morgan Stanley, we are dedicated to helping you understand your total financial picture, so you can focus on what you do best. In other words, we simplify the money challenges you face and set you on a path to achieving your goals.
To learn more about our practice, please call me directly at (650) 926-7674 or visit our website at https://advisor.morganstanley.com/the-stonewall-group.
NMLS#: 1463085
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan 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 matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: CA, AK, UT, PA, MT, MN, TX, KS, VA, MD, OR, GA, CO, NJ, MO, NE, WI, WA, NY, NV, NC, FL, AZ, MA, SC, NH, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1463085
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.
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.
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.
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
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Jeff Chen today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
2An investment in an exchange-traded fund (ETF) 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.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
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 appropriate 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2An investment in an exchange-traded fund (ETF) 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.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
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 appropriate 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
