Drew YezbakDrew YezbakBusiness Development Associate
About Drew
Drew Yezbak is a Business Development Associate at J.P. Morgan Wealth Management.
As a co-founder of Yezbak Wealth Management, Drew works closely " with clients, helping them chart a more reliable path to their goals and building long-term relationships founded on integrity. He advises clients from diverse backgrounds, including executives, entrepreneurs, retirees, young professionals and emerging wealth builders. To each of these relationships, Drew brings an enthusiasm for his craft, committed to helping clients organize and deploy their wealth with greater purpose and direction.
Within the team, Drew is the primary architect of clients' financial plans, integrating multiple inputs to generate a timely view of their assets, liabilities, risk tolerance, tax situation, intentions and aspirations. He works in concert with his father, George Yezbak Jr., to design asset allocations that reflect the underlying parameters of each relationship, reviewing investments regularly with clients. Drew meets with clients frequently, staying apprised of news in their professional and personal lives. He also helps to onboard new clients and oversees the team's digital presence.
Drew joined the firm in 2024. He earned his B.B.A. from the University of Hawaii at Hilo, where he was a member of the Men's Basketball Team. Drew earned a number of academic honors at Hilo, including the National Association of Basketball Coaches (NABC) Honors Court and the Academic All-PacWest Team. Eager to give back to the greater Hilo area, Drew participated in the Hilo Athletic Alliance, an organization that helped the youth of Hawaii with basketball clinics, refereeing basketball games, reading to local elementary-school children, and volunteering at the local food bank.
A resident of Yorba Linda, Drew enjoys spending time with his family, playing basketball, going to the gym, visiting the beach and listening to music. Active in church mission trips, he likes to help those in need create better lives for themselves and their children.
Insights
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Insight 3: The culture shift from paternalism to partnership
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Insight 4: Initiate interdependent “pillars” separating family and business governance
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Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
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July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
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July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowWhat is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now