
Angel V. Chavez, CIMA
Second Vice President
Financial Advisor
Executive Financial Services Director
Senior Investment Management Consultant
Financial Advisor
Executive Financial Services Director
Senior Investment Management Consultant
tel: (415) 984-6008
toll free: (800) 289-9060
fax: (415) 984-6596

Professional Details
- 2008 - Present:Morgan Stanley
- 2003 - 2008:Merrill Lynch
- 2000 - 2002:Trainer Wortham & Co.
- 1996 - 2000:Bank of America - Private Bank
- 1994 - 1996:Whitehall Parker Securities
- Series 7, 63 & 66 Licensed
- Board Member - Juma Ventures
Angel V. Chavez, CIMA
is licensed in the following state(s):
AZ, CA, FL, MD, NC, NV, NY, TX, WA

Jared Boldemann, CFP
Vice President
Financial Advisor
Executive Financial Services Director
Corporate Client Group Director
Financial Advisor
Executive Financial Services Director
Corporate Client Group Director
tel: (415) 984-6755
toll free: (800) 289-9060
fax: (415) 984-6596

Professional Details
- 2011 - Present:Vice President - Morgan Stanley
- 2002 - 2011:Vice President - Stone & Youngberg, LLC
- CA Insurance License #0H41060
WA Insurance License #793939 - Series 7 & 66 Licensed
Jared Boldemann, CFP
holds the following registrations:
Securities Agent: AZ, CA, CO, IL, KY, MN, MT, NC, NJ, NM, NV, NY, OR, TX, WA; General Securities Representative; Investment Advisor Representative;
Securities Agent: AZ, CA, CO, IL, KY, MN, MT, NC, NJ, NM, NV, NY, OR, TX, WA; General Securities Representative; Investment Advisor Representative;

Professional Details
- 2011 - Present:Vice President- Morgan Stanley
- 1982 - 2011:Director- Stone & Youngberg, LLC
- 1974 - 1982:Vice President, Municipal Sales Bank of America
- Series 7, 53, 63 & 65 Licensed
- CA Insurance License #0C55621
Robert Heaney
holds the following registrations:
Securities Agent: AZ, CA, CO, IL, KY, MN, MT, NC, NM, NV, NY, TX, WA; General Securities Representative; Investment Advisor Representative;
Securities Agent: AZ, CA, CO, IL, KY, MN, MT, NC, NM, NV, NY, TX, WA; General Securities Representative; Investment Advisor Representative;

Nacole Carson
Senior Client Service Associate
tel: 415-984-6080
fax: 415-984-6596
Professional Details
- Series 6 & 7 Licensed
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
