About
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
Resources from Jason Whong
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
*Supports teams at this location but does not typically work out of it's offices or see clients here.