Jake YongCRD 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.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management105MILLIONS
Total Number of Accounts722ACCOUNTS
Average Account Value$145,345
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, HI, NC, NV, NY, OR, SC, TX, WA, WI
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