George Yezbak Jr.George Yezbak Jr.Executive DirectorWealth Advisor
About George
George Yezbak Jr. is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of Yezbak Wealth Management, George works closely with clients at varied points in their lives and wealth, helping them delineate their goals and pursue those priorities through a systematic approach. He offers a thorough discovery process that begins by learning all he can about clients' risk tolerance, time horizons, cash flow needs and family dynamics. George embeds these parameters within his analysis, tailoring his advice to the circumstances of each person or family.
Within the team, George focuses on managing client portfolios, designing and refining client wealth plans, and nurturing the many relationships he has enjoyed over the course of his career. Energized by the dynamic nature of the global economy, George stays apprised of evolving trends, capitalizing on the award-winning research at J.P. Morgan. As the leader of a father-son team, he is keenly attuned to parents' legacy goals for their children, eager to enhance the financial security and stewardship of multiple generations. George joined the firm in 2008 and has worked in wealth management since 2000. Earlier in his career, he held tenures with Bear Stearns and UBS Paine Webber. He earned his B.A. in History from California State Fullerton, where he was a member of the Men's Basketball Team. George enjoys spending time with his wife, Irene Calderon Yezbak, and is proud to work every day with his son, Drew. A long-time coach of youth basketball and football, George remains active in youth athletics and is involved in his church community. In his free time, he enjoys doing puzzles and walking outdoors.
Insights
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now