TrueAdvisor
TrueAdvisor
JY
JY

Jake Yong

Buck Wealth Strategies, LLC
9 Years of Experience
Honolulu, HI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jake Yong is a registered investment advisor at Buck Wealth Strategies, LLC, based in Honolulu, HI, with 9 years of industry experience. Jake is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.

Buck Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

Get directions

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.

Learn about disclosures →
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 · 4 yrs 1 mo
Madison Avenue Securities, LLCBroker
September 2022 - Present · 4 yrs 1 mo
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Honolulu, HI →All financial advisors in Hawaii →