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
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now