Jason Whong
Regional Vice President | Partner Programs
CPA, J.D.
Contact Jason
Jason’s Locations
San Francisco Bay Area
About Jason
Jason is passionate about using his skill and experience as a tax counselor to provide sophisticated wealth planning solutions to high-net-worth clients and their businesses. He has previously served as an Executive Director and Wealth Advisor at J.P. Morgan Chase, where he helped ultra-high-net-worth clients with issues ranging from estate and tax counseling to business succession and other personal planning strategies.
Prior to that, he worked as a Director and Senior Wealth Strategist at MUFG Union Bank, San Francisco; Vice President and Wealth Planning Strategist at U.S. Bancorp, Private Wealth Management; and as a Director at Montage Services, Inc., San Francisco. He also previously served as a partner at Seyfarth Shaw LLP, a global law firm, in San Francisco.
Education
- LL.M. in Taxation from New York University School of Law
- J.D. from Santa Clara University School of Law
- B.S. in Business Administration (Accounting) with Great Distinction from San Jose State University
Additional licenses and designations
- CA Insurance Lic #0J22380
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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