Jason Wong

Portfolio Manager, Investment Advisor


Things do not change; we change. – Henry David Thoreau

Jason believes in the value of hard work, follow through, and self-improvement. He knows through his own experiences that his “best” gets better each and every day. When Jason talks of integrity he speaks from experience and the confidence of his decisions. History tells us things about a person and the history Jason has enjoyed through his growth in the investment community has created a trail of accolades both from his peers and his trusted relationships.

Jason at his roots is a family man who enjoys and supports extended family time. His commitment to this is at times selfless. These attributes are felt when you first meet Jason, as the meeting will not be about him but rather about you.

Jason has taken an active role in his continuing education and has completed all the course material for licensing as a Portfolio Manager. This heightened fiduciary responsibility is perfectly suited to someone with Jason’s character. He will not steer you wrong.

If you ever wanted a real friend you could rely on for years, Jason fits the bill.