JY
JY

Jake Soo Yong

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
2,371 clients
Average Client Portfolio
$238K average
Assets Under Management
$565.4M

Fee Structure

Minimum Investment:$25K
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Location

55 Merchant St., Suite 2100, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jake works full-time as a financial advisor and insurance agent at E.A. Buck Financial Services since September 2022. He also dedicates full-time hours as an IAR for Buck Wealth Strategies and AEWM, providing investment advice for a fee.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
September 2022 - Present · 3 yrs 5 mos
Madison Avenue Securities, LLCBroker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
August 2019 - September 2022 · 3 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2017 - September 2022 · 5 yrs 5 mos
State Registrations1 state
HI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.