Top Wealth + Best-in-State · rank 7 · Menlo Park, California · listed firm: Morgan Stanley Private Wealth Management
Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Jason Bogardus is a Managing Director, Private Wealth Advisor, with Morgan Stanley's Private Wealth Management division.” — firm_official
- Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — 545 Group (high)
- “Greg Vaughan is the founder and Managing Director of The 545 Group, a multi-generational team of 16 investment professionals within Morgan Stanley's Private Wealth Management division.” — firm_official
- Team size — 16 (high)
- “Katie is a partner on a 16-person team based in Silicon Valley focused on the entrepreneur, corporate executive and private equity professional.” — firm_official
- CRD — 3253746 (high)
- “"individualId": 3253746, "firstName": "JASON", "middleName": "PAUL", "lastName": "BOGARDUS", "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 25 (high)
- “"daysInIndustryCalculatedDate": "10/3/2000"” — sec_finra_regulatory
- Designations — — (high)
- “Originally from Portland, Oregon, Jason earned a B.A. in World Political Economy from the Colorado College in 1993 and an M.B.A. from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill in ” — firm_official
Book of business
- Team AUM ($M) — 65600 (high)
- “Team Assets (Custodied): $65.6B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Min Account Size For New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 150 (high)
- “Typical Net Worth Of Relationships: $125-175M” — forbes_shook
- Client niche — Silicon Valley entrepreneurs, executives and multi-generational families (high)
- “We are dedicated to serving the holistic wealth management needs of exceptionally accomplished entrepreneurs, executives, private investors, family offices and multi-generational families.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/545-group (high)
- “545 Group | Menlo Park, CA | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — We are dedicated to serving the holistic wealth management needs of exceptionally accomplished entrepreneurs, executives, private investors, family offices and multi-generational families. We offer the objective and consultative approach of a boutique firm, coupled with guided access to the global resources and institutional capabilities of Morgan Stanley. (high)
- “We offer the objective and consultative approach of a boutique firm, coupled with guided access to the global resources and institutional capabilities of Morgan Stanley.” — firm_official
- Differentiators — Boutique approach with global institutional resources, Barron's #1 Private Wealth Management Team in America, four consecutive years, One of the largest private wealth practices in the country: $8B+ for 150 families, Multi-generational 16-person team, Silicon Valley for over 40 years, Exclusive focus on first-class investment advice and client service (high)
- “By focusing exclusively on providing first-class investment advice and client service, we have grown into one the largest private wealth management practices in the country, currently managing over $8+ billion in assets ” — firm_official
- “The 545 Group is currently recognized as Barron's #1 Private Wealth Management Team in America for the fourth consecutive year (#1 2023, 2024, 2025, 2026).” — firm_official
- Content marketing — occasional (medium)
- “Fourth Quarter 2025 I The 545 Group Investment Insights” — firm_official
- Has podcast — no (medium)
- Books published — 0 (medium)
- “Jason is founder of the Eastside College Preparatory School's Investment Club and a member of American Rivers' national Board of Directors.” — firm_official
- Linkedin url — https://www.linkedin.com/in/jason-bogardus-117ba/ (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's #1 Top 250 Private Wealth Management Teams (2023, 2024, 2025, 2026) — team, Barron's Top 10 Financial Advisors, past 15 years — team advisors, Barron's Advisor Hall of Fame — team, #1 Barron's Advisor (2009, 2011-2015, 2022) — team (high)
- “• #1 Barron's Top 250 Private Wealth Management Teams (2023, 2024, 2025, 2026)” — firm_official
- “Our advisors have been consistently ranked by Barron's in the Top 10 Financial Advisors in the country for the past 15 years, including #1 Advisor in 2009, 2011-2015, and 2022.” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
- “” — firm_official
- “
- Visual brand notes — Morgan Stanley corporate template throughout: navy and white with restrained blue accents, standard MS sans-serif type, formal headshot grid, award badges. No team-specific palette or mark. (high)
- “
Industry Award Winner” — firm_official
- “