Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jeff Jen is a Financial Advisor with Merrill, headquartered in Newport Beach, California. Jeff works closely with business owners, entrepreneurs, professionals, and their family members, helping them address their distinctive wealth management needs, while supporting their long-term goals. Forthright and forward-looking, he provides honest and frank advice to clients so they can better anticipate and prepare for key decision points in their financial lives. He also builds long-term relationships with clients, refining his approach based upon each client’s evolving priorities, interests, and intentions.
A veteran Advisor, Jeff offers in depth experience in multiple wealth disciplines, from portfolio design and tax-sensitive wealth transfer, to pre-liquidity event planning and access to customized credit through Bank of America. He has particular depth in alternative investment evaluation and selection, including hedge funds and private placements. Clients look to Jeff as a reliable resource and discreet sounding board for diverse needs, from evaluating time-sensitive opportunities to plotting out the long-term trajectory of a major transaction. A resourceful problem-solver, Jeff feels privileged to have a meaningful impact on clients and their families while contributing to their financial security.
Jeff has served as a Financial Advisor for more than two decades. He began his career with Morgan Stanley in 2000, quickly establishing himself as a leader within the firm. Two years later, he moved to Charles Schwab, where he spent the next seventeen years catering to the needs of ultra-high-net-worth clients and their families. Jeff then gained valuable insurance experience at MassMutual, where his areas of focus included life insurance, buy/sell arrangements, key person insurance, and long-term care. In 2020, Jeff joined Merrill in order to offer a more extensive suite of capabilities to clients with sophisticated needs. He earned his B.S.B.A. from California Polytechnic State University at San Luis Obispo and is fluent in Chinese.
Originally from San Jose, Jeff lives in Irvine with his wife and daughter. When not in the office, he enjoys cycling, skiing, traveling, and cooking for his family.
English & Mandarin
Cal Poly San Luis Obispo
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.