Jake Yong
Private Wealth Manager
“My goal is to simplify your life with clarity and confidence so that you and your family can be financially healthy, happy, and have peace of mind,” says Jake, who attended Kalani High School and graduated from the University of Hawaii at Manoa majoring in Finance. Jake is an E.A. Buck Private Wealth Manager with a background in sales, management, and customer service, and always aims to help his clients feel confident, connected, and in control of their financial lives.
Having been born and raised in Seoul, South Korea, and growing up in Kaimuki since he was 10 years old, Jake understands the cultural dynamics and values of integrity, patience, and humbleness. Prior to joining E.A. Buck Financial Services, Jake received numerous awards for his outstanding work, including the Ameriprise Client Experience Award and top 10 Personal Banker and Sales Manager of the Year at First Hawaiian Bank. He is a big sports fan, loves to play golf, and enjoys traveling with his family. As a fiduciary, Jake holds his Series 7, Series 66, and Life & Health licenses.
E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership.