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
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January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
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January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
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