portrait of Jian Yang
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Jian

THE AMERICAN DREAM

Growing up in a small town in the southeast part of China, I was taught to study hard and work hard, so that I could achieve my dream. Keeping that in mind, I graduated from a top school in China with a PhD in quantum physics and then came to the United States to pursue the American Dream. My journey in search of that dream led me to the world of financial services. The motto of study hard and work hard drove me down the path of continuous education to master the "science" of investing. What fascinated me...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesAugust 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ - Science & Tech of ChinaDoctorate

Personal Interests

  • Basketball
  • Tennis
  • Chess
  • Traveling
  • Volunteering

Team Members

  • Marie Ness
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

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