2018 NAPFA Fall Conference Speaker

Jon Yankee

Jon Yankee

Jon P. Yankee, MBA, CFP®, founded FJY Financial in January of 2006 with Marjorie Fox and Dan Joss. In addition to his duties as a Partner and Senior Financial Advisor, as Chief Executive Officer Jon leads the strategic direction of the firm, and the development and implementation of its well-known human capital strategy.

Mr. Yankee has been a speaker at a number of industry events and conferences focusing on internship programs and his firm’s hiring practices and strategies. He has also been quoted in publications such as Investment News, Financial Planning, The Journal of Financial Planning, Investment Advisor, CNBC.com, Bloomberg Wealth Manager, Registered Rep., Forbes.com, Men’s Health, Financial Week, Bankrate.com, Wall Street Journal Online, and Dow Jones Newswire.

Jon earned his Master of Business Administration in International Management with a focus on Finance from the Thunderbird School of Global Management, in 1998. He received a Bachelor of Arts degree in International Studies with a concentration in Asian Studies and Japanese from the University of Richmond in 1992. He also completed undergraduate work at Kansai University of Foreign Studies in Osaka, Japan.

Prior to founding FJY, Jon was a Lead Advisor at Rembert, Pendleton, & Fox (RPF), where he earned his Certified Financial Planner™ certification following coursework at the College for Financial Planning in Denver, CO. Prior to joining RPF, Mr. Yankee was a Financial Advisor for Merrill Lynch. He also worked five years in Honolulu, HI as a Program Manager for the Pacific Basin Economic Council (PBEC), an organization of chief executives that fosters and promotes the development of trade and trade policy throughout the Asia Pacific region