Jeff Jen
Jeff Jen is a Senior Financial Advisor with Merrill Lynch Wealth Management, 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 help clients 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 investments evaluation and selection, including hedge funds and private placements. Client 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.
Jeff has served as a Financial Advisor for more than two decades. He began his career with Morgan Stanley in 2000. 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, skiing, traveling, and cooking for his family.
\*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
\*Merrill Life Agency's California License Number 0522776
\*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
