The Cooper Beech Tree Group - Morgan Stanley Team - San Jose, CA
Morgan Stanley
The Cooper Beech Tree Group
at Morgan Stanley
225 W Santa Clara St Suite 900
San Jose, CA 95113
tel: (408) 947-2203
toll-free: (800) 444-4752
fax: (408) 947-2208
l – r : Joseph Bummer, Nicholas Chin, Lawrence Lo
Kurt Carrasquilla, Jordan Walters, Daniel Kaypaghian

Welcome to our website. We invite you to explore the links and reports which we hope you will find interesting and resourceful. Our wealthy clients often have unique goals that require creative out-of-the-box strategies coupled with heightened professionalism and attention to detail.

Please click on the link "Working Together" to the left to more fully understand who we are and the personalized and tailored services we can provide you. The "Market Insights" link is updated periodically, so feel free to visit as often as you like.

Should you wish to schedule a strategic discussion, either in person or on the phone, simply call us at 408.947.2203 or 800.444.4752. The pleasure would be ours and we look forward to speaking with you.

Bulletin Board
  • In our quest to continuously improve the service we provide our clients, our group recently held a successful off-site with management and operations staff. Click here for details.

  • Jordan recently spoke at the Orfalea School of Business at Cal Poly, San Luis Obispo.  The presentation was well received, shedding light on life lessons in wealth, and achieving personal, career and financial goals.

  • Many clients have been with us well over 15, 20 and 25 years, with all new clients coming solely from referrals.  We thank you for your trust and confidence.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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: 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. 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.
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