Avideh SafaeiAvideh SafaeiExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
Working Mother
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
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowRetirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now