Avideh SafaeiAvideh Safaei
Executive Director
Wealth Advisor

"Focusing beyond preserving and growing wealth, I am dedicated to building multigenerational relationships, and educating and assisting clients and their heirs."

Awards and Industry Recognition

Forbes

Top Women Wealth Advisors Best-In-State
2025 • 2023 • 2022
Top Next-Gen Wealth Advisors
2019 • 2018

Working Mother

Top Wealth Advisor Moms
2019 • 2018

About Avideh

Avideh Safaei is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

With over twenty years of experience in the financial services industry, she serves high-net-worth individuals, affluent families and corporate executives. Avi takes a family office approach to her client relationships— coordinating with their CPAs, attorneys and tax advisors—to provide comprehensive wealth and portfolio management services and forge long-term relationships.

Avi has an extensive background in financial services, from trading and investment research to implementation and portfolio construction. She creates tailored strategies specific for each of her clients based on their actual needs and provides research on a range of investment vehicles. Focusing beyond preserving and growing wealth, she is dedicated to building multi-generational relationships, educating and assisting clients and their heirs.

Avi believes that an advisor's value is based on trust and transparency. As investments are chosen to reflect a client's objectives and tolerance for risk, she ensures they have a thorough understanding of these decisions and the rationale behind allocations. Avi harnesses J.P. Morgan's resources and synthesizes the firm's thought leadership, providing access to the different vehicles available to her clients.

She leverages her own insights and background in wealth management, as well as the strategies and subject matter professionals available at J.P. Morgan. These enable her to assist clients with strategic investments, trusts and estates, concierge banking, philanthropy, mortgages and credit.

Prior to joining J.P. Morgan in 2015, Avi was a Vice President and Financial Advisor at Barclays. Previously, she was a Product Specialist and key member of the All-Cap Core portfolio management team at Neuberger Berman, where her group managed over $13 billion in assets. She began her career at Smith Barney as a Sales Associate, quickly transitioning to the firm's Investment Advisor Program helping senior advisors drive business growth.

Avi graduated from New York University with a B.A. in Economics. She received her M.B.A. from Cornell University's Johnson Graduate School of Management. Avi lives in Scarsdale, New York, with her husband and two sons. She enjoys skiing, cooking and spending time with her family.

Insights

Outlook

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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