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
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