Jon Yankee, CFP®

Partner & Market Leader

Client Advisory

Bio
Education, Highlights & Awards
Insights

Biography

Jon is a Partner and Market Leader in the Virginia office. He is a member of the firm’s National Partner Development Committee.

Prior to joining Cerity Partners, Jon co-founded FJY Financial in 2006. In addition to his duties as a Partner and Senior Financial Advisor, as Chief Executive Officer he led the firm’s strategic direction and the development and implementation of its well-known human capital strategy. Jon also previously served as a Financial Advisor for Merrill Lynch. Additionally, he worked for 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.

Education

B.A. in International Studies with a concentration in Asian Studies and Japanese, University of Richmond
MBA in International Management with a focus on Finance, Thunderbird School of Global Management
Completed undergraduate work at Kansai University of Foreign Studies in Osaka, Japan

Highlights

CERTIFIED FINANCIAL PLANNER™
Named for fee-only financial planning in Washingtonian magazine’s list of "Top Financial Advisors" for the seventh issue in a row in 2022
Named the "Top Vote Getter" in three previous issues of Washingtonian magazine
Named in Northern Virginia magazine's "Top Financial Professionals" edition under the categories of Financial Planning and Investment Management for the eighth year in 2022
Adjunct professor at the Edward S. Ageno School of Business at Golden Gate University
“Mentor” at the FPA’s Residency Program for new advisors in the profession
Founding member of the George Mason University’s Financial Planning and Wealth Management Advisory Board
Adjunct professor at George Mason University
Past speaker at several industry events and conferences focusing on internship programs, hiring practices and strategies, and developing the next generation of owners
Quoted in publications such as Investment News, Financial Planning, The Journal of Financial Planning, Investment Advisor, CNBC.com, Bloomberg Wealth Manager, Registered Rep., Investor’s Business Daily, Forbes.com, Men’s Health, Financial Week, Bankrate.com, Wall Street Journal Online, and Dow Jones Newswire
Member of the Investment News Practice Management Advisory Board
Original member of the CNBC Digital Financial Advisor Council
Former member of the Board of Directors of the FPA – National Capital Area chapter
Former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA)
Named one of the "Top Financial Planners and Advisers" in Washingtonian magazine's "Top Wealth Adviser Hall of Fame"

Latest Insights

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Internships

How to Design a Successful Internship Program

Introduction It takes time and effort to run an internship program that maximizes the benefits to both the interns and the advisory firm. When it works well, skilled and properly trained interns can reduce demands on advisors, allowing them to use their time more effectively. Interns can also cross lower priority tasks off an ever-expanding […]