Jeff Jow

About Jeff Jow

We work with a select group of senior executives, business owners, and wealthy families, helping them plan and manage many aspects of their finances and investments. That really includes their core investment needs, charitable giving, building the financial competency of their children and most importantly a financial plan. We are looking to expand and grow our business in 3 ways: individuals and families in need of a comprehensive financial plan, individuals who need a retirement plan/seeking to increase their cash flow, and assist private companies seeking capital to expand their business or go public. Mission: We guide our clients, helping them preserve and grow their assets over multiple generations. To advice, customized investment strategies, and concierge-level service. Professional experience: Dynamic Asset Allocation, Strategic Asset Allocation. Senior Portfolio Manager. Wealth Planning and Management. Personalized Financial Strategies. Estate planning Strategies. Rule 144 Specialist. Possesses a diverse background in engineering, information technology and finance, all essential in understanding the increasingly complex world of finance. Team members: Regina Willis is a Portfolio Associate for Morgan Stanley, where she collaborates with Financial Advisors to assist the client’s book of business. She graduated in 1995 from Southwest Texas State University with a bachelor’s degree in Business Management. After graduation she moved to Austin, Texas and began her career at Morgan Stanley (formerly know as Dean Witter Reynolds Discover), in 1996. Stephen Ho is a Registered Associate and has worked at Morgan Stanley since 2015 with Jeff Jow. He graduated in 2015 from University of Texas at San Antonio.

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Nov 2002 — Present · Houston, TX, US

   Works with a select group of financially successful individuals and their families, seeking the accumulation, preservation and transfer of their wealth. I have NMLS#: 13•••07.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.For more information on the designations list above, go to 13•••07CA Insurance License #: 0C78474

Education

• National Chiao Tung University

  Bachelor of Science in Control Engineering

  1973 — 1977

• University of Houston

  Master of Science in Electrical Engineering

  1979 — 1981