The Capitol Won Group

The Capitol Won Group at Morgan Stanley is a comprehensive family wealth management practice based out of Sacramento, California and extends nationwide.  Our team has developed and refined a process to help successful families, friends, and individual investors put all the pieces of their financial puzzle together.  It is a dynamic process that adapts as lives unfold and needs evolve. At the Capitol Won Group, we strive to make working toward your financial goals as simple and enjoyable as possible, saving you time and worry over future financial concerns and letting you get back to doing things you love the most.

Our team takes pride in our client services in hopes to build ever-lasting legacies and client relationships for life.  Our specific business model of financial planning and portfolio construction, allow us to tailor your portfolio towards your goals and needs.  As your life reaches different milestones and changes over time, we will continuously review your financial plan and reallocate the portfolio.  As a Capitol Won Group client, you will not have just one person working for you.  You will have your very own team of individuals working for you and your best interest.   Some of the items that we have for our clients are monthly email updates, Morgan Stanley research, banking and lending opportunities, financial planning, and open communication.  We believe that the pro-active approach to our clients help with any concern you will have on the market.
Services Include
  • Professional Portfolio Management1
  • Wealth Management2
  • Wealth Planning3
  • Retirement Planning4
  • 401(k) Rollovers
  • Financial Planning5
  • Philanthropic Management6
  • UGMA/UTMA7
  • Trust Accounts8
  • Business Planning9
  • Syndicate10
  • Long Term Care Insurance11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Capitol Won Group Information

Capitol Won Group Documents are documents that we recommend everyone to read.
  • 2019 Capitol Won Group Brochure
    Our team brochure for anyone interested in learning more about us, our business philosophy, and unique portfolio construction.
    Click Here
  • Financial Planning
    For our new and existing clients interested in our team assisting them plan, visualize, and illustrate the whole financial picture. Every goal is achieved by having a plan- let us help you.
    Click Here
  • Liquidity Asset Line Brochure
    For clients interested in liquidity needs while maintaining their taxable assets invested without liquidating positions.
    Click Here
  • Morgan Stanley Online
    See your accounts online with Morgan Stanley online and Morgan Stanley Mobile App. (You must be enrolled on MS Online to sign on the Mobile App).
    Click Here
  • Asset Aggregation
    All Morgan Stanley clients can now view external accounts including loans and retirement plans under our Morgan Stanley Online and Morgan Stanley Mobile App!
    Click Here
  • Cash Management and Lending Solutions
    Manage your day to day finances under one roof, the same roof as your investments.
    Click Here
  • On the Markets March 2019
    On the Markets by Morgan Stanley Chief Investment Officer Michael Wilson
    Click Here

Capitol Won Group Forms

Capitol Won Group Forms are documents that are frequently needed by clients. The forms here can easily be completed and emailed to the team's email, capitolwongroup@morganstanley.com.
  • Trusted Contact Form
    For our existing clients wanting to add a trusted contact to their account.
    Click Here
  • IRA Beneficiary Form
    To update your traditional, roth, SEP, or rollover IRA Beneficiaries, please designate the primary and contingent beneficiaries.
    Click Here
  • Financial Planning Form
    To begin the financial planning process, please complete as thorough and complete as possible. The more detailed on the profile sheet, the more detailed plan we can provide!
    Click Here
  • Single Advisory Contract
    Allows our clients to utilize our Portfolio Management trading platform.
    Click Here
  • Transfer on Death Form
    For taxable accounts, you may decide to choose a beneficiary in case there is a mishap. Note: Trust accounts cannot have a TOD.
    Click Here
FTS is an eight week seminar series given by Jeff to any college students interested in learning about the stock market. The material is series 7 based and how it translates to the real world of the global markets.

FTS is a first-come first-serve seminar series for college students. There is no internship, sponsorship, or any other affiliation with Morgan Stanley. It is also not resume or Linked In eligible. Those interested in attending should email capitolwongroup2@morganstanley.com

To our viewers:

We are proud to educate individuals on investing, the markets and retirement planning. Whether you are a client or non client, we enjoy establishing personal relationships and providing professional advice where it is needed. Our phone is always connected and our door is always open. We encourage you to give us a call!

As portfolio managers, we build portfolios from the ground up. We are very passionate on what we do and would love to share our knowledge with you!

Capitol Won Group Line 916-341-7646
capitolwongroup@morganstanley.com

Location

400 Capitol Mall
Suite 1900
Sacramento, CA 95814
US
Direct:
(916) 341-7646(916) 341-7646
Toll-Free:
(800) 755-8041(800) 755-8041

Meet The Capitol Won Group

About Me

Jeff is our founder and leader of the Capitol Won Group.  Jeff began his career over thirty years ago when the firm was known as Dean Witter.  He’s seen all of the firm’s transitions over the three decades to the global wealth giant, Morgan Stanley.   Jeff is the team’s Portfolio Management Director and builds all of the clients portfolio through his vigorous daily quantitative, fundamental, and qualitative analysis.  Jeff is the first one in the office, and one of the last ones out. 

CA Insurance # 0A37991
Securities Agent: TX, CA, WY, WI, WA, VA, TN, SC, PA, OR, NY, NV, NM, NJ, NC, MO, MI, MD, KY, HI, GA, FL, DE, DC, CO, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1270152

About Me

Jason began his career at Morgan Stanley over four years ago as a Consulting Group Analyst for Graystone Consulting Group.  He later transitioned to learn the operation side of the business as a Client Service Associate.  In 2015, Jason later earned his series 7 and 66 licenses and transitioned to Financial Advisor.  He is one of the founding members of The Capitol Won Group and currently handles the team’s financial planning, marketing, and servicing.   

CA Insurance # 0L50817
Securities Agent: CA, WY, WI, WA, VA, TX, SC, PA, OR, NY, NV, NM, NJ, NC, MO, MI, MD, KY, HI, GA, FL, DE, DC, CO, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1487152

About Me

Josefina began her career at Morgan Stanley over fifteen years ago and has worked alongside Jeff for the last ten.  She has worked multiple positions within the Sacramento branch and is the teams backbone in client services and client operations.  She also holds her series 9 and 10 license and monitors the operations of the team.
CA Insurance License #: 0F96219

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
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
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
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
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.
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 The Capitol Won Group today.
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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 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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7Morgan 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.

8Morgan 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.

9Morgan 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.

10Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

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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.

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