About Us

The East Gate Group prides itself on bringing honesty and integrity to the financial planning process through unbiased quality advice. For over 15 years we have focused on building long lasting client relationships through continued communication while striving to maintain your trust. We seek to help achieve financial independence for our clients throughout each phase of their lives.

Our objective is to offer a premier wealth management platform to our clients while helping to reduce the inherent risks of investing. Our promise is to educate and empower our clients while working with them to build a legacy.

If you would like to learn more about our process and services, please contact us.
Services Include
  • Estate Planning Strategies1
  • Divorce Financial Analysis2
  • 401(k) Rollovers
  • Life Insurance3
  • Long Term Care Insurance4
  • Fixed Income5
  • Alternative Investments6
  • Planning for Education Funding7
  • Wealth Management8
  • Financial Planning9
  • Retirement Planning10
  • Business Planning11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

When it comes to the wealth management process we feel that education is a priority. Our goal is not only for you to meet your long-term goals, but to also gain knowledge so that you are confident with your decisions. Whether it’s your current portfolio or a new investment you should know exactly how it fits into your overall plan.

If you would like to know more about our process and personalized services, please contact us.

    Events

    Please call 1-888-651-6517 for information about our educational seminars & events

      Location

      330 Fellowship Rd
      Ste 400
      Mount Laurel, NJ 08054
      US
      Direct:
      (856) 866-9292(856) 866-9292
      Toll-Free:
      (888) 651-6517(888) 651-6517

      Meet The East Gate Group

      About Me

      JB is a Founding Partner of The East Gate Group at Morgan Stanley and has been recognized as a Century Club member of Morgan Stanley since 2010 (2010-18). JB and the team develop personalized, strategic solutions to address the needs of his client’s wealth by drawing on his experience and global resources of Morgan Stanley.

      JB implements his relationships with clients on proactive planning centered on communication. He and his team offer a full complement of comprehensive wealth management services including retirement income and cash flow planning, life insurance, long term care analysis, college savings plans and divorce financial planning. JB received his business/finance degree from Rowan University.

      In his leisure time, JB is an avid wine collector. JB and his wife, Kelley, reside in Medford, NJ and have two children.
      Securities Agent: TX, NJ, FL, WA, VA, SC, PA, OK, OH, NY, NC, MT, MS, MI, MD, MA, KY, IL, ID, IA, GA, DE, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1262218

      About Me

      Evan M. Kahn is a founding partner of The East Gate Group and a Senior Vice President, Financial Planning Specialist and Financial Advisor at Morgan Stanley.  Evan graduated with a Bachelor of Science degree from the University of Delaware and did post graduate work at Fairleigh Dickinson University where he earned the CERTIFIED FINANCIAL PLANNER™ designation.  He also has earned his CERTIFIED DIVORCE FINANCIAL ANALYST® designation through The Institute for Divorce Financial Analysts.  Evan has been named to Morgan Stanley’s prestigious Century Club.  He is also been recognized as a Five Star Wealth Managers by Philadelphia magazine in 2013 and by New Jersey Magazine in 2014. 
       
      Evan is also an active member of APIC, Association of Professional Investment Consultants, a community of Morgan Stanley CFP® colleagues. He is able to help his clients achieve financial prosperity by combining personal attention with a focus on strategic financial planning.  Focusing on risk and wealth management, retirement planning, divorce financial analysis, customized portfolio design, and legacy planning strategies, Evan is able to build a customized strategy to achieve his client’s goals.
       
      Evan is an active member of The Grand Lodge of Free and Accepted Mason’s of Philadelphia. Evan and his wife, Heather, live in Cherry Hill, NJ with their three children.


      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
      Securities Agent: TX, NJ, WA, VA, SC, PA, OK, OH, NY, NC, MT, MS, MI, MD, MA, KY, IL, ID, IA, GA, FL, DE, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1268253
      From Our Team

      Data Breach MSWM Slide s20170914 111630283 Evan Kahn


      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.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Morgan Stanley and Justin Rose: A Winning Team

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      Reserved | Living & Giving

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      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

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      Ready to start a conversation? Contact The East Gate Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan 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.

      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.

      3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      6Alternative 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.

      7Morgan 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.

      8Morgan 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.

      9Morgan Stanley 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 consult with your Financial Advisor to understand these differences.

      10Morgan 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.

      11Morgan 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.

      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