Private Wealth Manager
Jake Yong joins the team with more than 12 years of experience in banking and finance. He has 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. Prior to joining E A Buck, Jake received numerous awards for his outstanding work, including the Ameriprise Client Experience Award in 2021 and 2022. He was recognized as part of the top Sales, Annuity, and Insurance team for multiple years running, from 2017 until 2022. He was also named as the top 10 Personal Banker and Sales Manager of the Year at First Hawaiian Bank in 2013 and 2015. Jake holds his series 7, series 66, and Life & Health licenses. He is also a foodie and a huge sports fan and enjoys traveling with his family.
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.