Jake Yong, financial advisor Honolulu HI

Jake Yong

CRD Number: 5775836
Current Firm: Buck Wealth Strategies, LLC

Jake Yong (CRD# 5775836) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Honolulu, HI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
E.a Buck Financial Services Honolulu, HI Sep 2022 - Current < 1
Madison Avenue Securities San Diego, CA Sep 2022 - Current < 1
Buck Wealth Strategies Honolulu, HI Sep 2022 - Current < 1
Ae Wealth Management Honolulu, HI Feb 2021 - Current 1
Ameriprise Financial Services, Inc. Honolulu, HI Oct 2015 - Sep 2022 6
Waikele Country Club Waipahu, HI Jan 2014 - Sep 2015 1
First Hawaiian Bank Honolulu, HI Jan 2013 - Dec 2013 < 1
First Hawaiian Bank Honolulu, HI Oct 2010 - Dec 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Jake S. Yong
Phone Number: 888-210-6567
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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