ADVISOR BIO

Janice Mitsuko Osugi is a financial advisor with Bluepointe Capital Management, LLC. Janice has been in the industry since 2000 and holds Series 7 and Series 66 securities licenses. Janice is a Chartered Financial Analyst (CFA) and specializes in investment consulting. Janice currently serves clients such as charitable organizations, corporations, high net worth individuals, pooled investment vehicles, and individuals other than high net worth individuals. Prior to Bluepointe Capital Management, LLC Janice worked at CREDIT SUISSE SECURITIES (USA) LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Jason Bogardus is a financial advisor with over 23 years of experience in the financial services industry. Jason has been with Morgan Stanley since 2009 and is currently registered as a Registered Representative (RA) in California and Texas. Jason holds a Series 3, Series 7, and Series 66 licenses, and he is also a licensed Investment Advisor Representative (IAR) in California and Texas. In addition to his work with Morgan Stanley, Jason is also a Partner at DVDB Partners LLC and VDBS LLC. Jason is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Jason Bothwell is an investment advisor representative with Morgan Stanley. Jason has been in the industry since April 2008. Jason has been registered with Morgan Stanley since March 2023 and previously held positions with E*TRADE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UNIONBANC INVESTMENT SERVICES, LLC, and THRIVENT INVESTMENT MANAGEMENT INC. Jason is licensed in 53 states and is a registered investment advisor in California and Texas. Jason is also licensed to provide investment advice to corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and other investment advisors.

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ADVISOR BIO

Jeffrey Steven Becker is a registered investment advisor representative with SVB Wealth. Jeffrey has been in the financial industry since 2012. Jeffrey is registered with the state of Arizona, California and North Carolina. He holds the Chartered Financial Analyst designation. Jeffrey is also an active member of the firm's wealth planning, family office, and planned giving practice.

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ADVISOR BIO

Jeffrey Noveda Manuel is an investment advisor representative with SVB Wealth. Jeffrey Manuel has been in the securities industry since 2004 and has passed the Series 66, Series 7, and Series 65 exams. Jeffrey Manuel previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey Manuel is registered with the state of California to provide investment advisory services. The firm offers a range of investment advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Jeffrey David Traum is an investment advisor representative with over 37 years of experience in the financial services industry. Jeffrey is registered with Morgan Stanley and has been with the firm since 2009. Prior to that, Jeffrey worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Jeffrey holds Series 3, 7, and 63 securities licenses as well as a Series 65 investment advisor license. Jeffrey is also registered as an investment advisor in numerous states across the US.

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ADVISOR BIO

Jeffrey Lin is an Investment Advisor Representative registered in California and Texas. Jeffrey has been in the industry since at least July 2008, and currently works for Corient. Jeffrey is licensed to provide financial planning, educational seminars, portfolio management for individuals and pooled investment vehicles, pension consulting, selection of other advisors, market timing services, publication of periodicals and security ratings.

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ADVISOR BIO

Jeffrey Garvin Berry is a financial advisor who is currently registered as a Registered Investment Advisor with Lyell Wealth Management LP. Jeffrey has been in the financial industry since 1993 and has experience working with various financial institutions. Jeffrey has also taken and passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Jeffrey's areas of expertise include financial planning, portfolio management for individuals, educational seminars, selection of other advisors, and providing tax advice.

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ADVISOR BIO

Jeffrey Robert Graham is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey has a strong track record of providing investment advice and financial planning services to a wide range of clients. Jeffrey is currently registered with Morgan Stanley and has previously held positions with E*TRADE SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, BARABAN SECURITIES, INC., SHEARSON LEHMAN HUTTON INC., DEAN WITTER REYNOLDS INC., and FIRST JERSEY SECURITIES, INC. Jeffrey holds the Series 7, Series 7TO, and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

ADVISOR BIO

Jennifer Cai is a financial advisor registered with Morgan Stanley. Jennifer is based in Menlo Park, California and has been in the financial services industry since January 29, 2002. Jennifer holds Series 63 and 65 licenses, as well as Series 7 and SIE licenses. Before joining Morgan Stanley, Jennifer was a financial advisor with RBC Capital Markets, LLC. Jennifer specializes in working with individuals, high-net-worth individuals, businesses, pension plans, insurance companies, investment companies, and charitable organizations. Jennifer provides financial planning, portfolio management, and asset allocation advice.

SPECIALIZATIONS