Jeff Jow, CFP®, CIMA®, CAIA, CFA®
Senior Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Insurance Planning Director,
Family Wealth Director,
Alternative Investments Director,
Senior Portfolio Manager,
Senior Investment Management Consultant,
Chartered Financial Analyst
Direct:
(281) 263-1671(281) 263-1671
My Mission Statement
We provide highly individualized personal service to a select group of senior executives, business owners, and wealthy families through comprehensive retirement planning, Estate planning strategies, and wealth management services. In addition, we coordinate our efforts with your tax advisor and/or attorney to provide a comprehensive team approach to serving your financial needs. We guide our clients by helping them preserve and grow their assets over multiple generations with customized investment strategies. Our mission is to help each client achieve financial independence, maintain their life style throughout retirement, and distribute their wealth in an efficient manner. Our goal is to exceed our client expectations, anticipate future needs, and provide unbiased clear solutions on a continual basis. We strive to serve with honesty, integrity, and open communication.
My Story and Services
My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
My Story;
Jeff Jow possesses a diverse background in engineering, information technology and finance, all essential in understanding the increasingly complex world of finance. Jeff earned his Bachelor’s Degree in Taiwan, and he went on to obtain a Master’s Degree in Electrical Engineering from the University of Houston. He is also a member of the CFA Society of Houston and the CFA Institute. In 1983, he started his own business, Computer Station Corporation, which grew steadily and prospered as he pursued the technology era with a relentless passion. In 1999, Jeff joined Morgan Stanley predecessor where he led a comprehensive wealth management team that focused on providing customized solutions to high-net worth individuals and their families. Furthering his financial career, Jeff joined Morgan Stanley as Vice-President in 2002. Currently, he manages the assets of a select group of financially successful individuals and their families, ensuring the accumulation, preservation and transfer of their wealth.
As a Senior Portfolio Manager, Jeff has an extensive list of credentials. He is a CERTIFIED
FINANCIAL PLANNER™ practitioner, a Certified Investment Management Analyst and a Chartered Financial Analyst with knowledge and experience in Investment and Retirement Services, and Estate and Trust Planning Strategies.
In addition to his interest in finance, Jeff is committed to community development. He participated as a member of the Board of Directors in a variety of organizations such as Initiative for Children, Houston Youth Symphony and Ballet, Chinese Community Center and Boy Scouts of Sam Houston.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
My Story;
Jeff Jow possesses a diverse background in engineering, information technology and finance, all essential in understanding the increasingly complex world of finance. Jeff earned his Bachelor’s Degree in Taiwan, and he went on to obtain a Master’s Degree in Electrical Engineering from the University of Houston. He is also a member of the CFA Society of Houston and the CFA Institute. In 1983, he started his own business, Computer Station Corporation, which grew steadily and prospered as he pursued the technology era with a relentless passion. In 1999, Jeff joined Morgan Stanley predecessor where he led a comprehensive wealth management team that focused on providing customized solutions to high-net worth individuals and their families. Furthering his financial career, Jeff joined Morgan Stanley as Vice-President in 2002. Currently, he manages the assets of a select group of financially successful individuals and their families, ensuring the accumulation, preservation and transfer of their wealth.
As a Senior Portfolio Manager, Jeff has an extensive list of credentials. He is a CERTIFIED
FINANCIAL PLANNER™ practitioner, a Certified Investment Management Analyst and a Chartered Financial Analyst with knowledge and experience in Investment and Retirement Services, and Estate and Trust Planning Strategies.
In addition to his interest in finance, Jeff is committed to community development. He participated as a member of the Board of Directors in a variety of organizations such as Initiative for Children, Houston Youth Symphony and Ballet, Chinese Community Center and Boy Scouts of Sam Houston.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Securities Agent: TX, IL, NY, KS, WA, OK, CA, MD, NJ, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1393607
CA Insurance License #: 0C78474
NMLS#: 1393607
CA Insurance License #: 0C78474
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
16554 Creek Bend Dr
Ste 100
Sugar Land, TX 77478
US
Direct:
(281) 263-1671(281) 263-1671
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Jeff Jow today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)