Jo Kaufman, Financial Advisor at Morgan Stanley

Jo Kaufman, Financial Advisor at Morgan Stanley Nmls #1290380 CA License Jo’s primary focus includes portfolio management, marketing and new client development. She is the youngest of nine siblings.

She is well versed in estate and financial planning strategies, including the comprehensive analysis of investment portfolios. Jo has been working at Morgan Stanley and its predecessor firms for over 22 years. Her journey began back when she was born in the Philippines, after her parents emigrated from China. She received her Bachelor of Science degree in Accounting from University of Mindanao in

Davao City and entered the world of finance. She worked at several different investment banks, but her incessant desire for success led her to pursue a career in the United States. With over 30 years of experience in gathering assets as a Financial Advisor, Jo built a thriving practice. Due to her relentless dedication and diligence, Jo received the prestigious "Forbes' 2018 Best-in-State Wealth Advisors", “Forbes’ Top 200 Women Financial Advisors in 2017” award, “Barron’s Top 100 Women Advisors” award in 2007 and 2008, “Barron’s Top 1,000 Financial Advisors in 2009" and was recognized as one of the “Top 25 advisors” in 2007 by the South Florida Business Journal”.

After 2023’s market rally, what should you expect for U.S. stocks this year? Check out the latest commentary and let’s c...
01/10/2024

After 2023’s market rally, what should you expect for U.S. stocks this year? Check out the latest commentary and let’s connect.

2024 is more likely to be an average year for markets than a double-digit winner. Find out why and what it means for your portfolio.

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.
12/20/2023

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.

The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.
12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this ...
12/14/2023

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this article and let’s connect.

Investors are navigating strange terrain with a surprisingly resilient economy, a top-heavy stock market and a deeply indebted government. Here’s how to stay on course.

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare you...
12/07/2023

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare your portfolio for next year.

Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.

Don’t get fooled by these five holiday scams. Find out how to protect yourself.
12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.
11/22/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.
11/13/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

Despite many investors being bullish on stocks, there’s evidence that they may need to prepare for a less rosy scenario....
11/09/2023

Despite many investors being bullish on stocks, there’s evidence that they may need to prepare for a less rosy scenario. Let’s discuss how.

Many pundits are bullish on stocks, but there’s evidence that investors need to prepare for a less rosy scenario.

U.S. stocks have pulled back sharply. Should you prepare for more turbulence ahead? Check out the latest market commenta...
11/01/2023

U.S. stocks have pulled back sharply. Should you prepare for more turbulence ahead? Check out the latest market commentary and let’s connect.

Tightening financial conditions, persistent inflation and a mixed earnings outlook could make for more stock-market turbulence. Here’s how investors can prepare.

Should investors be concerned about the surging national debt? Read our chief strategist’s view and let’s discuss implic...
10/25/2023

Should investors be concerned about the surging national debt? Read our chief strategist’s view and let’s discuss implications for your portfolio.

Swelling federal debt could spell trouble for markets and the economy. How can investors prepare?

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they ...
10/19/2023

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

When it comes to cybersecurity, knowledge is your first line of defense.

Address

1801 N. Militiary Trail
Boca Raton, FL
33431

Telephone

+15616205028

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