Jorge Ragde, QPFC
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(818) 713-4771(818) 713-4771
Toll-Free:
(800) 755-2550(800) 755-2550
My Mission Statement
We are committed to both providing you with comprehensive financial advice and personal and customized solutions for your financial goals and with guiding you through both ordinary and unforeseen events of life.
About Us
As your Portfolio Manager, a Morgan Stanley designated financial professional, I believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably not encountered previously. While I can provide investment advice, the Portfolio Management program is designed to help meet your specific financial needs and is managed on a fully discretionary basis, bearing in mind your unique goals, time horizon, and risk tolerance. As your Portfolio Manager, I take pride in being able to bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.
This combination of personal attention, financial possibilities, and our experience can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and I am committed to helping you have an experience that is easier, rewarding, and furthers your financial goals.
This combination of personal attention, financial possibilities, and our experience can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and I am committed to helping you have an experience that is easier, rewarding, and furthers your financial goals.
Securities Agent: ID, NV, ME, NJ, TN, OR, MN, CO, CA, WI, VA, CT, AL, PA, NY, NC, MI, KS, FL, UT, NM, KY, AK, GA, WY, SC, MA, IL, TX, LA, VT, OH, MT, AZ, WA, HI, MD, OK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1319460
CA Insurance License #: 0C00460
NMLS#: 1319460
CA Insurance License #: 0C00460
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Goals and Objectives
Portfolio Management addresses the needs of high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions. As Portfolio Manager, I represent a select group of Financial Advisors who are qualified by the firm to manage your assets based on training, experience and commitment to client service. I bring a disciplined approach to managing your portfolio and a focus on investing.
Whether you are saving for your child’s education, planning for your retirement, or preserving your estate for your heirs, I can help you achieve these goals. Following a thorough consultation, I will work with you to establish a realistic set of objectives based on your financial goals, time horizon, liquidity needs and tolerance to volatility and risk.
Goals and Objectives of Strategy:
Provide exceptional rates of returns
Limit risk in volatile markets
Expand beta in bull markets
Highly diversified portfolio with equal weighting in each stock
Sector and equity style surf depending on screening factor.
The portfolio seeks out these elements in order to enhance returns.
Whether you are saving for your child’s education, planning for your retirement, or preserving your estate for your heirs, I can help you achieve these goals. Following a thorough consultation, I will work with you to establish a realistic set of objectives based on your financial goals, time horizon, liquidity needs and tolerance to volatility and risk.
Goals and Objectives of Strategy:
Provide exceptional rates of returns
Limit risk in volatile markets
Expand beta in bull markets
Highly diversified portfolio with equal weighting in each stock
Sector and equity style surf depending on screening factor.
The portfolio seeks out these elements in order to enhance returns.
Professional Details
Biography
I graduated from Gonzaga University with B.A. in Economics and a B.B.A. in International Business. Additionally, I received my Master’s in Business Administration from Northeastern University. Prior to joining the Financial Services industry, I was Co-Founder of the Continental Indoor Soccer League, whose teams were owned by the NBA and NHL franchise owners. As a former owner of several businesses, I understand the investment needs of senior executives, and how investment structure fits into overall business strategy. I have worked with non-profits in many senior capacities, including Director and State Advisor. As such, I have a very clear understanding of how to apply my financial investing experience to helping non-profits achieve their financial objectives. For the past 18 years, I have developed a well-rounded knowledge base as both a Branch Manager and Financial Advisor. As a Financial Advisor, I have worked with many family businesses and individuals, and take great pride in helping them achieve their investment goals.
Education
Northeastern University MBA
Gonzaga University, B.A. in Economics & B.B.A. in International Business
Experience
Prudential Securities – Branch Manager
Continental Indoor Soccer League – Founder and CFO
Airworld USA - Founder
Portable Sound Laboratories - Founder
I graduated from Gonzaga University with B.A. in Economics and a B.B.A. in International Business. Additionally, I received my Master’s in Business Administration from Northeastern University. Prior to joining the Financial Services industry, I was Co-Founder of the Continental Indoor Soccer League, whose teams were owned by the NBA and NHL franchise owners. As a former owner of several businesses, I understand the investment needs of senior executives, and how investment structure fits into overall business strategy. I have worked with non-profits in many senior capacities, including Director and State Advisor. As such, I have a very clear understanding of how to apply my financial investing experience to helping non-profits achieve their financial objectives. For the past 18 years, I have developed a well-rounded knowledge base as both a Branch Manager and Financial Advisor. As a Financial Advisor, I have worked with many family businesses and individuals, and take great pride in helping them achieve their investment goals.
Education
Northeastern University MBA
Gonzaga University, B.A. in Economics & B.B.A. in International Business
Experience
Prudential Securities – Branch Manager
Continental Indoor Soccer League – Founder and CFO
Airworld USA - Founder
Portable Sound Laboratories - Founder
Client Service Team
Linda Reigel - First Vice President, Wealth Advisor
Phone:
(818) 713-4728(818) 713-4728
Email:Linda.Reigel@morganstanley.com
Business Experience:
1988 - Present: Morgan Stanley Wealth Management
Financial Advisor
First Vice President
Associations
Insurance Advisory Council
Paradise Cove Homeowners Association, Board Member
Honors and Recognition
Directors Club 2003- 2008
1988 - Present: Morgan Stanley Wealth Management
Financial Advisor
First Vice President
Associations
Insurance Advisory Council
Paradise Cove Homeowners Association, Board Member
Honors and Recognition
Directors Club 2003- 2008
Securities Agent: HI, WI, OR, NM, MN, MA, KY, KS, CT, AZ, AK, FL, CO, ME, MD, LA, AL, WY, WA, VA, UT, TX, NV, IL, PA, NJ, VT, SC, GA, CA, NY, OH, ID, TN, NC, MI, OK, MT; General Securities Representative; Investment Advisor Representative
Amanda Ragde - Financial Advisor, Financial Planning Associate
Phone:
(818) 713-4772(818) 713-4772
Email:Amanda.Ragde@morganstanley.com
Amanda has been with Morgan Stanley for four years. She has previously served as a Registered Associate and Complex Coach and is currently a Financial Advisor and Financial Planning Specialist.
As a Qualified Plan Financial Consultant (QPFC), Amanda works with business owners and companies on both new and established retirement plans for employee retention and benefits, tax planning strategies, and wealth building. She helps plan fiduciaries manage their roles and responsibilities.
She is a Santa Clarita Valley native. Amanda went to Harvard-Westlake School, American University, and attended National Chengchi University in Taipei as well as Peking University in Beijing. She is active in the LGBTQ+ community. She lives in the Santa Clarita Valley. On the weekends, you're likely to find her out adventuring with her friends, working on one of her many cross-stitch projects, or hanging out at the farmers' market.
As a Qualified Plan Financial Consultant (QPFC), Amanda works with business owners and companies on both new and established retirement plans for employee retention and benefits, tax planning strategies, and wealth building. She helps plan fiduciaries manage their roles and responsibilities.
She is a Santa Clarita Valley native. Amanda went to Harvard-Westlake School, American University, and attended National Chengchi University in Taipei as well as Peking University in Beijing. She is active in the LGBTQ+ community. She lives in the Santa Clarita Valley. On the weekends, you're likely to find her out adventuring with her friends, working on one of her many cross-stitch projects, or hanging out at the farmers' market.
Securities Agent: MA, DE, AR, UT, TN, PA, MD, KS, CA, OR, VT, VA, NY, IA, HI, WA, SD, SC, NM, DC, AZ, WI, TX, OK, MN, GA, CO, NV, NC, ME, IN, ID, CT, OH, LA, KY, RI, NJ, ND, MT, MI, IL, FL, AL, AK, WY, WV, NH, NE, MS, MO; General Securities Representative; Investment Advisor Representative
Tiffani Underwood - Client Service Associate
Tiffani Underwood is a Client Service Associate for Jorge Ragde at Morgan Stanley. She strives to provide a high level of service to every client and hopes to address concerns promptly and professionally. She is passionate about working with clients and believes the level of service a client receives should always be outstanding.
Prior to joining the financial industry Tiffani was in Education for 15 years. She has worked as a teacher, teacher's assistant, community liaison, childcare provider and as a residential care assistant at a group home for at-risk youth. Tiffani obtained her Bachelor of Arts degree in Telecommunications from Michigan State University and her Master of Education degree in Special Education from Grand Canyon University.
Tiffani lives each day striving to be a better person than she was the day before. When not in the office she is a basketball mom and enjoys supporting her son and his love for the game. She also enjoys listening to a variety of podcasts, reading books, travelling (whenever she can) and spending time with her family.
Prior to joining the financial industry Tiffani was in Education for 15 years. She has worked as a teacher, teacher's assistant, community liaison, childcare provider and as a residential care assistant at a group home for at-risk youth. Tiffani obtained her Bachelor of Arts degree in Telecommunications from Michigan State University and her Master of Education degree in Special Education from Grand Canyon University.
Tiffani lives each day striving to be a better person than she was the day before. When not in the office she is a basketball mom and enjoys supporting her son and his love for the game. She also enjoys listening to a variety of podcasts, reading books, travelling (whenever she can) and spending time with her family.
Location
21650 Oxnard St
Ste 1800
Woodland Hills, CA 91367
US
Direct:
(818) 713-4771(818) 713-4771
Toll-Free:
(800) 755-2550(800) 755-2550
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact Jorge Ragde today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 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.
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.
4When 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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 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.
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.
4When 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
